Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-308
| Closed | -$14.3K | – | 576 |
|
|
2024
Q2 | $14.3K | Buy |
308
+1
| +0.3% | +$46 | ﹤0.01% | 648 |
|
|
2024
Q1 | $14.4K | Buy |
+307
| New | +$14.4K | ﹤0.01% | 669 |
|
|
2023
Q4 | – | Sell |
-302
| Closed | -$10.9K | – | 639 |
|
|
2023
Q3 | $10.9K | Hold |
302
| – | – | ﹤0.01% | 672 |
|
|
2023
Q2 | $10.9K | Buy |
+302
| New | +$10.9K | ﹤0.01% | 713 |
|
|
2023
Q1 | – | Sell |
-714
| Closed | -$32.2K | – | 650 |
|
|
2022
Q4 | $32.2K | Hold |
714
| – | – | 0.01% | 590 |
|
|
2022
Q3 | $32K | Buy |
+714
| New | +$32K | 0.01% | 573 |
|
|
2020
Q1 | – | Sell |
-1,995
| Closed | -$92K | – | 891 |
|
|
2019
Q4 | $92K | Hold |
1,995
| – | – | 0.03% | 524 |
|
|
2019
Q3 | $87K | Sell |
1,995
-310
| -13% | -$13.5K | 0.02% | 531 |
|
|
2019
Q2 | $100K | Buy |
2,305
+1,434
| +165% | +$62.2K | 0.03% | 499 |
|
|
2019
Q1 | $36K | Buy |
+871
| New | +$36K | 0.02% | 631 |
|