SHA
Seneca House Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-56,442
| Closed | -$2.36M | – | 96 |
|
|
2019
Q1 | $2.36M | Sell |
56,442
-20,096
| -26% | -$840K | 2.05% | 12 |
|
|
2018
Q4 | $2.86M | Sell |
76,538
-1,296
| -2% | -$48.4K | 2.69% | 9 |
|
|
2018
Q3 | $3.63M | Buy |
77,834
+3,400
| +5% | +$158K | 2.84% | 8 |
|
|
2018
Q2 | $3.51M | Buy |
74,434
+2,339
| +3% | +$110K | 2.85% | 8 |
|
|
2018
Q1 | $3.45M | Buy |
72,095
+7,952
| +12% | +$381K | 2.89% | 8 |
|
|
2017
Q4 | $3.04M | Buy |
+64,143
| New | +$3.04M | 2.6% | 7 |
|