Stratos Wealth Partners’s SPDR S&P Capital Markets ETF KCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,973
| Closed | -$438K | – | 1489 |
|
|
2024
Q2 | $438K | Buy |
+3,973
| New | +$438K | 0.01% | 954 |
|
|
2024
Q1 | – | Sell |
-2,714
| Closed | -$277K | – | 1431 |
|
|
2023
Q4 | $277K | Sell |
2,714
-2,312
| -46% | -$236K | 0.01% | 1120 |
|
|
2023
Q3 | $436K | Buy |
+5,026
| New | +$436K | 0.01% | 870 |
|
|
2018
Q4 | – | Sell |
-320
| Closed | -$18K | – | 1706 |
|
|
2018
Q3 | $18K | Buy |
+320
| New | +$18K | ﹤0.01% | 1929 |
|
|
2018
Q2 | – | Sell |
-263
| Closed | -$15K | – | 1828 |
|
|
2018
Q1 | $15K | Sell |
263
-37
| -12% | -$2.11K | ﹤0.01% | 2131 |
|
|
2017
Q4 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 1968 |
|