United Asset Strategies’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
Q1 | – | Sell |
-170,286
| Closed | -$7.69M | – | 235 |
|
|
2022
Q4 | $7.69M | Sell |
170,286
-2,903
| -2% | -$131K | 1.07% | 32 |
|
|
2022
Q3 | $7.67M | Sell |
173,189
-5,138
| -3% | -$228K | 1.18% | 32 |
|
|
2022
Q2 | $7.83M | Sell |
178,327
-5,902
| -3% | -$259K | 1.14% | 37 |
|
|
2022
Q1 | $9.64M | Buy |
184,229
+2,793
| +2% | +$146K | 1.23% | 31 |
|
|
2021
Q4 | $9.9M | Sell |
181,436
-500
| -0.3% | -$27.3K | 1.18% | 31 |
|
|
2021
Q3 | $9.63M | Buy |
+181,936
| New | +$9.63M | 1.24% | 31 |
|