Patriot Financial Group Insurance Agency’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
Q1 | – | Sell |
-800
| Closed | -$44K | – | 2151 |
|
|
2021
Q4 | $44K | Buy |
800
+700
| +700% | +$38.5K | 0.01% | 924 |
|
|
2021
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1695 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$13K | – | 1454 |
|
|
2019
Q1 | $13K | Hold |
300
| – | – | 0.01% | 651 |
|
|
2018
Q4 | $11K | Hold |
300
| – | – | 0.01% | 596 |
|
|
2018
Q3 | $14K | Sell |
300
-300
| -50% | -$14K | 0.01% | 559 |
|
|
2018
Q2 | $28K | Hold |
600
| – | – | 0.03% | 240 |
|
|
2018
Q1 | $28K | Buy |
600
+387
| +182% | +$18.1K | 0.02% | 409 |
|
|
2017
Q4 | $10K | Buy |
213
+1
| +0.5% | +$47 | 0.01% | 587 |
|
|
2017
Q3 | $10K | Buy |
212
+10
| +5% | +$472 | 0.01% | 548 |
|
|
2017
Q2 | $9K | Sell |
202
-179
| -47% | -$7.98K | 0.01% | 547 |
|
|
2017
Q1 | $16K | Buy |
+381
| New | +$16K | 0.02% | 406 |
|