Simplicity Solutions’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,962
| Closed | -$443K | – | 1139 |
|
|
2023
Q1 | $443K | Buy |
+11,962
| New | +$443K | 0.01% | 726 |
|
|
2018
Q3 | – | Sell |
-7,453
| Closed | -$351K | – | 593 |
|
|
2018
Q2 | $351K | Sell |
7,453
-392
| -5% | -$18.5K | 0.03% | 316 |
|
|
2018
Q1 | $376K | Buy |
7,845
+260
| +3% | +$12.5K | 0.03% | 245 |
|
|
2017
Q4 | $359K | Buy |
+7,585
| New | +$359K | 0.03% | 266 |
|
|
2017
Q3 | – | Sell |
-16,014
| Closed | -$697K | – | 299 |
|
|
2017
Q2 | $697K | Buy |
16,014
+6,257
| +64% | +$272K | 0.08% | 206 |
|
|
2017
Q1 | $419K | Buy |
+9,757
| New | +$419K | 0.06% | 255 |
|