Nelson Capital Management’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-695
| Closed | -$26K | – | 320 |
|
2018
Q4 | $26K | Hold |
695
| – | – | 0.01% | 172 |
|
2018
Q3 | $32K | Hold |
695
| – | – | 0.01% | 154 |
|
2018
Q2 | $33K | Hold |
695
| – | – | 0.01% | 144 |
|
2018
Q1 | $33K | Hold |
695
| – | – | 0.01% | 158 |
|
2017
Q4 | $33K | Hold |
695
| – | – | 0.01% | 164 |
|
2017
Q3 | $31K | Hold |
695
| – | – | 0.01% | 152 |
|
2017
Q2 | $30K | Hold |
695
| – | – | 0.01% | 154 |
|
2017
Q1 | $30K | Buy |
+695
| New | +$30K | 0.01% | 157 |
|
2016
Q4 | – | Sell |
-695
| Closed | -$23K | – | 258 |
|
2016
Q3 | $23K | Hold |
695
| – | – | 0.01% | 172 |
|
2016
Q2 | $21K | Hold |
695
| – | – | 0.01% | 171 |
|
2016
Q1 | $21K | Hold |
695
| – | – | 0.01% | 164 |
|
2015
Q4 | $24K | Hold |
695
| – | – | 0.01% | 153 |
|
2015
Q3 | $23K | Hold |
695
| – | – | 0.01% | 159 |
|
2015
Q2 | $25K | Hold |
695
| – | – | 0.01% | 168 |
|
2015
Q1 | $23K | Hold |
695
| – | – | 0.01% | 170 |
|
2014
Q4 | $23K | Hold |
695
| – | – | 0.01% | 174 |
|
2014
Q3 | $22K | Hold |
695
| – | – | 0.01% | 182 |
|
2014
Q2 | $23K | Buy |
+695
| New | +$23K | 0.01% | 179 |
|