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TCI Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History

TCI Wealth Advisors’s Portfolio KBE Stock Details KBE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,810
Closed -$67.1K – 1249
2023
Q1 		$67.1K Hold
1,810
– – 0.01% 364
2022
Q4 		$81.7K Sell
1,810
-1,059
-37% -$47.8K 0.01% 304
2022
Q3 		$127K Buy
2,869
+259
+10% +$11.5K 0.02% 210
2022
Q2 		$115K Hold
2,610
– – 0.02% 234
2022
Q1 		$136K Buy
2,610
+135
+5% +$7.03K 0.02% 220
2021
Q4 		$135K Hold
2,475
– – 0.02% 220
2021
Q3 		$131K Buy
2,475
+482
+24% +$25.5K 0.02% 232
2021
Q2 		$102K Buy
1,993
+183
+10% +$9.37K 0.02% 255
2021
Q1 		$94K Hold
1,810
– – 0.04% 232
2020
Q4 		$76K Hold
1,810
– – 0.03% 243
2020
Q3 		$53K Hold
1,810
– – 0.02% 285
2020
Q2 		$57K Hold
1,810
– – 0.02% 279
2020
Q1 		$49K Sell
1,810
-5,700
-76% -$154K 0.02% 302
2019
Q4 		$355K Buy
7,510
+5,700
+315% +$269K 0.14% 114
2019
Q3 		$78K Hold
1,810
– – 0.03% 252
2019
Q2 		$78K Hold
1,810
– – 0.04% 248
2019
Q1 		$76K Hold
1,810
– – 0.03% 271
2018
Q4 		$68K Hold
1,810
– – 0.03% 261
2018
Q3 		$84K Hold
1,810
– – 0.04% 251
2018
Q2 		$85K Hold
1,810
– – 0.04% 246
2018
Q1 		$87K Hold
1,810
– – 0.04% 244
2017
Q4 		$86K Hold
1,810
– – 0.04% 256
2017
Q3 		$82K Hold
1,810
– – 0.04% 240
2017
Q2 		$79K Hold
1,810
– – 0.04% 239
2017
Q1 		$78K Hold
1,810
– – 0.04% 241
2016
Q4 		$79K Hold
1,810
– – 0.04% 260
2016
Q3 		$60K Hold
1,810
– – 0.03% 283
2016
Q2 		$55K Hold
1,810
– – 0.03% 289
2016
Q1 		$55K Hold
1,810
– – 0.03% 289
2015
Q4 		$61K Hold
1,810
– – 0.03% 280
2015
Q3 		$60K Hold
1,810
– – 0.04% 259
2015
Q2 		$66K Hold
1,810
– – 0.04% 244
2015
Q1 		$61K Hold
1,810
– – 0.04% 220
2014
Q4 		$61K Hold
1,810
– – 0.04% 229
2014
Q3 		$58K Sell
1,810
-100
-5% -$3.2K 0.04% 226
2014
Q2 		$60K Buy
1,910
+100
+6% +$3.14K 0.04% 231
2014
Q1 		$62K Hold
1,810
– – 0.04% 213
2013
Q4 		$60K Hold
1,810
– – 0.04% 226
2013
Q3 		$54K Hold
1,810
– – 0.04% 206
2013
Q2 		$52K Buy
+1,810
New +$52K 0.04% 210