Sugarloaf Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.3K | Buy |
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|
2024
Q3 | $19.3K | Buy |
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|
2024
Q2 | $16.8K | Buy |
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|
2024
Q1 | $16.9K | Sell |
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|
2023
Q4 | $32.9K | Sell |
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|
2023
Q3 | $26.5K | Buy |
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|
2023
Q2 | $25.7K | Buy |
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|
2023
Q1 | $26.4K | Buy |
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|
2022
Q4 | $32K | Buy |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $38K | Buy |
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|
2021
Q3 | $37K | Sell |
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|
2021
Q2 | $48K | Buy |
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|
2021
Q1 | $48 | Sell |
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|
2020
Q4 | $39K | Buy |
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|
2020
Q3 | $27K | Buy |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $49K | Buy |
|