New England Capital Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-50
| Closed | -$2.31K | – | 410 |
|
2024
Q2 | $2.31K | Buy |
50
+1
| +2% | +$46 | ﹤0.01% | 308 |
|
2024
Q1 | $2.33K | Sell |
49
-205
| -81% | -$9.75K | ﹤0.01% | 308 |
|
2023
Q4 | $11.7K | Buy |
254
+2
| +0.8% | +$92 | 0.01% | 221 |
|
2023
Q3 | $9.3K | Buy |
252
+2
| +0.8% | +$74 | 0.01% | 232 |
|
2023
Q2 | $9K | Buy |
250
+2
| +0.8% | +$72 | 0.01% | 233 |
|
2023
Q1 | $9.18K | Buy |
+248
| New | +$9.18K | 0.01% | 256 |
|