Plante Moran Financial Advisors’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 |
-1
| Closed | – | – | 932 |
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 976 |
|
2019
Q1 | – | Sell |
-109
| Closed | -$4K | – | 862 |
|
2018
Q4 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 620 |
|
2015
Q1 | – | Sell |
-79
| Closed | -$3K | – | 757 |
|
2014
Q4 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 719 |
|