Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,626
| Closed | -$110K | – | 1279 |
|
|
2019
Q1 | $110K | Buy |
2,626
+408
| +18% | +$17.1K | 0.01% | 609 |
|
|
2018
Q4 | $83K | Buy |
2,218
+2,149
| +3,114% | +$80.4K | 0.01% | 668 |
|
|
2018
Q3 | $3K | Hold |
69
| – | – | ﹤0.01% | 2038 |
|
|
2018
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 2015 |
|
|
2018
Q1 | $3K | Hold |
69
| – | – | ﹤0.01% | 2030 |
|
|
2017
Q4 | $3K | Hold |
69
| – | – | ﹤0.01% | 1995 |
|
|
2017
Q3 | $3K | Hold |
69
| – | – | ﹤0.01% | 1909 |
|
|
2017
Q2 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 1894 |
|
|
2016
Q4 | – | Sell |
-1,430
| Closed | -$48K | – | 1806 |
|
|
2016
Q3 | $48K | Hold |
1,430
| – | – | 0.01% | 783 |
|
|
2016
Q2 | $44K | Hold |
1,430
| – | – | 0.01% | 771 |
|
|
2016
Q1 | $43K | Hold |
1,430
| – | – | 0.01% | 739 |
|
|
2015
Q4 | $48K | Buy |
+1,430
| New | +$48K | 0.01% | 725 |
|