Phoenix Financial’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
Q4 | – | Sell |
-7,671
| Closed | -$406K | – | 397 |
|
|
2021
Q3 | $406K | Buy |
+7,671
| New | +$406K | 0.01% | 334 |
|
|
2021
Q2 | – | Sell |
-16,680
| Closed | -$865K | – | 359 |
|
|
2021
Q1 | $865K | Hold |
16,680
| – | – | 0.02% | 290 |
|
|
2020
Q4 | $696K | Buy |
+16,680
| New | +$696K | 0.02% | 242 |
|
|
2020
Q2 | – | Sell |
-10,434
| Closed | -$275K | – | 338 |
|
|
2020
Q1 | $275K | Sell |
10,434
-17,566
| -63% | -$463K | 0.01% | 274 |
|
|
2019
Q4 | $1.32M | Buy |
+28,000
| New | +$1.32M | 0.06% | 144 |
|