WMS
Wealth Management Solutions’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,915
| Closed | -$899K | – | 97 |
|
|
2022
Q4 | $899K | Sell |
19,915
-22,226
| -53% | -$1M | 0.47% | 26 |
|
|
2022
Q3 | $1.87M | Sell |
42,141
-71,101
| -63% | -$3.15M | 1.09% | 16 |
|
|
2022
Q2 | $4.97M | Buy |
113,242
+39,586
| +54% | +$1.74M | 2.8% | 12 |
|
|
2022
Q1 | $3.86M | Buy |
+73,656
| New | +$3.86M | 2% | 17 |
|