Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,366
| Closed | -$295K | – | 101 |
|
|
2020
Q2 | $295K | Sell |
9,366
-1,236
| -12% | -$38.9K | 0.17% | 153 |
|
|
2020
Q1 | $285K | Sell |
10,602
-1,170
| -10% | -$31.5K | 0.17% | 124 |
|
|
2019
Q4 | $556K | Buy |
11,772
+2,469
| +27% | +$117K | 0.28% | 79 |
|
|
2019
Q3 | $274K | Sell |
9,303
-2,698
| -22% | -$79.5K | 0.14% | 166 |
|
|
2019
Q2 | $520K | Buy |
12,001
+290
| +2% | +$12.6K | 0.35% | 60 |
|
|
2019
Q1 | $489K | Buy |
11,711
+158
| +1% | +$6.6K | 0.36% | 59 |
|
|
2018
Q4 | $432K | Hold |
11,553
| – | – | 0.42% | 57 |
|
|
2018
Q3 | $538K | Buy |
11,553
+2,623
| +29% | +$122K | 0.48% | 44 |
|
|
2018
Q2 | $421K | Buy |
8,930
+2,542
| +40% | +$120K | 0.37% | 66 |
|
|
2018
Q1 | $306K | Buy |
+6,388
| New | +$306K | 0.39% | 90 |
|