Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.3K | Buy |
367
+3
| +0.8% | +$166 | ﹤0.01% | 403 |
|
|
2024
Q3 | $19.3K | Buy |
364
+2
| +0.6% | +$106 | ﹤0.01% | 418 |
|
|
2024
Q2 | $16.8K | Buy |
362
+2
| +0.6% | +$93 | ﹤0.01% | 421 |
|
|
2024
Q1 | $16.9K | Sell |
360
-355
| -50% | -$16.7K | ﹤0.01% | 428 |
|
|
2023
Q4 | $32.9K | Sell |
715
-4
| -0.6% | -$184 | 0.01% | 331 |
|
|
2023
Q3 | $26.5K | Buy |
719
+4
| +0.6% | +$147 | 0.01% | 355 |
|
|
2023
Q2 | $25.7K | Buy |
715
+3
| +0.4% | +$108 | 0.01% | 360 |
|
|
2023
Q1 | $26.4K | Buy |
712
+2
| +0.3% | +$74 | 0.01% | 361 |
|
|
2022
Q4 | $32K | Buy |
710
+9
| +1% | +$406 | 0.01% | 343 |
|
|
2022
Q3 | $32K | Buy |
701
+2
| +0.3% | +$91 | 0.01% | 351 |
|
|
2022
Q2 | $31K | Buy |
699
+3
| +0.4% | +$133 | 0.01% | 346 |
|
|
2022
Q1 | $36K | Buy |
696
+2
| +0.3% | +$103 | 0.01% | 323 |
|
|
2021
Q4 | $38K | Buy |
694
+2
| +0.3% | +$110 | 0.01% | 327 |
|
|
2021
Q3 | $37K | Sell |
692
-235
| -25% | -$12.6K | 0.01% | 320 |
|
|
2021
Q2 | $48K | Buy |
927
+827
| +827% | +$42.8K | 0.01% | 269 |
|
|
2021
Q1 | $48 | Sell |
100
-823
| -89% | -$395 | 0.01% | 275 |
|
|
2020
Q4 | $39K | Buy |
923
+2
| +0.2% | +$85 | 0.01% | 281 |
|
|
2020
Q3 | $27K | Buy |
921
+3
| +0.3% | +$88 | 0.01% | 315 |
|
|
2020
Q2 | $29K | Buy |
918
+3
| +0.3% | +$95 | 0.01% | 305 |
|
|
2020
Q1 | $25K | Sell |
915
-123
| -12% | -$3.36K | 0.01% | 298 |
|
|
2019
Q4 | $49K | Buy |
+1,038
| New | +$49K | 0.02% | 249 |
|