Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-915
| Closed | -$47.5K | – | 728 |
|
|
2022
Q1 | $47.5K | Hold |
915
| – | – | 0.01% | 302 |
|
|
2021
Q4 | $50K | Hold |
915
| – | – | 0.01% | 345 |
|
|
2021
Q3 | $48K | Hold |
915
| – | – | 0.01% | 323 |
|
|
2021
Q2 | $47K | Hold |
915
| – | – | 0.01% | 324 |
|
|
2021
Q1 | $47K | Hold |
915
| – | – | 0.01% | 298 |
|
|
2020
Q4 | $38K | Hold |
915
| – | – | 0.01% | 323 |
|
|
2020
Q3 | $27K | Hold |
915
| – | – | 0.01% | 335 |
|
|
2020
Q2 | $29K | Buy |
+915
| New | +$29K | 0.01% | 292 |
|