PFA
Paradigm Financial Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $340K | Sell |
6,235
-3,206
| -34% | -$175K | 0.08% | 154 |
|
|
2021
Q3 | $500K | Sell |
9,441
-334
| -3% | -$17.7K | 0.12% | 113 |
|
|
2021
Q2 | $502K | Sell |
9,775
-1,562
| -14% | -$80.2K | 0.11% | 118 |
|
|
2021
Q1 | $588K | Buy |
+11,337
| New | +$588K | 0.14% | 110 |
|