Ulland Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-124
| Closed | -$4K | – | 220 |
|
|
2023
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 190 |
|
|
2023
Q1 | $5K | Hold |
124
| – | – | 0.01% | 176 |
|
|
2022
Q4 | $6K | Hold |
124
| – | – | 0.01% | 177 |
|
|
2022
Q3 | $5K | Hold |
124
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $5K | Hold |
124
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $6K | Hold |
124
| – | – | ﹤0.01% | 222 |
|
|
2021
Q4 | $7K | Buy |
+124
| New | +$7K | ﹤0.01% | 181 |
|