V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,583
| Closed | -$554K | – | 436 |
|
|
2022
Q1 | $554K | Sell |
10,583
-263
| -2% | -$13.8K | 0.09% | 228 |
|
|
2021
Q4 | $592K | Sell |
10,846
-171
| -2% | -$9.33K | 0.09% | 229 |
|
|
2021
Q3 | $583K | Buy |
11,017
+212
| +2% | +$11.2K | 0.09% | 236 |
|
|
2021
Q2 | $554K | Buy |
10,805
+4,435
| +70% | +$227K | 0.09% | 253 |
|
|
2021
Q1 | $330K | Buy |
+6,370
| New | +$330K | 0.06% | 326 |
|