Surevest’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
Q2 | – | Sell |
-8,892
| Closed | -$240K | – | 92 |
|
|
2020
Q1 | $240K | Sell |
8,892
-5,292
| -37% | -$143K | 0.13% | 90 |
|
|
2019
Q4 | $671K | Sell |
14,184
-3,827
| -21% | -$181K | 0.29% | 99 |
|
|
2019
Q3 | $777K | Sell |
18,011
-1,886
| -9% | -$81.4K | 0.38% | 93 |
|
|
2019
Q2 | $863K | Sell |
19,897
-21,160
| -52% | -$918K | 0.45% | 82 |
|
|
2019
Q1 | $1.72M | Sell |
41,057
-753
| -2% | -$31.5K | 1.06% | 34 |
|
|
2018
Q4 | $1.56M | Buy |
+41,810
| New | +$1.56M | 1.23% | 26 |
|