Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,675
| Closed | -$87K | – | 1113 |
|
|
2021
Q1 | $87K | Hold |
1,675
| – | – | ﹤0.01% | 641 |
|
|
2020
Q4 | $70K | Hold |
1,675
| – | – | ﹤0.01% | 655 |
|
|
2020
Q3 | $49K | Buy |
+1,675
| New | +$49K | ﹤0.01% | 653 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$4K | – | 1607 |
|
|
2019
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1269 |
|