Wealthcare Advisory Partners’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 |
-77
| Closed | -$4K | – | 1236 |
|
|
2021
Q1 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 1710 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 885 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1545 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1379 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q4 | $0 | Sell |
1
-460
| -100% | – | ﹤0.01% | 1243 |
|
|
2018
Q3 | $21K | Sell |
461
-93
| -17% | -$4.24K | ﹤0.01% | 661 |
|
|
2018
Q2 | $26K | Buy |
554
+96
| +21% | +$4.51K | 0.01% | 606 |
|
|
2018
Q1 | $22K | Sell |
458
-2,006
| -81% | -$96.4K | 0.01% | 564 |
|
|
2017
Q4 | $117K | Buy |
2,464
+2,111
| +598% | +$100K | 0.03% | 234 |
|
|
2017
Q3 | $16K | Buy |
+353
| New | +$16K | ﹤0.01% | 462 |
|