WBH Advisory’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
-5,104
Closed -$248K 313
2022
Q1
$248K Sell
5,104
-7,551
-60% -$367K 0.03% 283
2021
Q4
$690K Sell
12,655
-19,713
-61% -$1.07M 0.08% 192
2021
Q3
$1.71M Buy
+32,368
New +$1.71M 0.23% 93