OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,085
| Closed | -$288K | – | 556 |
|
|
2019
Q4 | $288K | Buy |
6,085
+3
| +0% | +$142 | 0.02% | 419 |
|
|
2019
Q3 | $263K | Buy |
+6,082
| New | +$263K | 0.02% | 418 |
|
|
2019
Q2 | – | Sell |
-6,079
| Closed | -$271K | – | 1215 |
|
|
2019
Q1 | $271K | Buy |
+6,079
| New | +$271K | 0.04% | 239 |
|
|
2018
Q3 | – | Sell |
-586
| Closed | -$28K | – | 1113 |
|
|
2018
Q2 | $28K | Buy |
586
+500
| +581% | +$23.9K | 0.01% | 694 |
|
|
2018
Q1 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 1186 |
|