Parisi Gray Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-152
| Closed | -$8K | – | 339 |
|
2021
Q2 | $8K | Buy |
+152
| New | +$8K | ﹤0.01% | 474 |
|
2019
Q2 | – | Sell |
-150
| Closed | -$6K | – | 283 |
|
2019
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 434 |
|
2018
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 446 |
|
2018
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 444 |
|
2018
Q2 | $7K | Sell |
150
-188
| -56% | -$8.77K | ﹤0.01% | 457 |
|
2018
Q1 | $16K | Buy |
338
+188
| +125% | +$8.9K | 0.01% | 370 |
|
2017
Q4 | $7K | Buy |
+150
| New | +$7K | 0.01% | 496 |
|