Oxford Financial Group’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
2022
Q4
Sell
-3,000
Closed -$133K 268
2022
Q3
$133K Hold
3,000
0.02% 174
2022
Q2
$132K Hold
3,000
0.02% 190
2022
Q1
$157K Buy
+3,000
New +$157K 0.02% 192