WESPAC Advisors SoCal’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
2020
Q1
Sell
-9,175
Closed -$434K 87
2019
Q4
$434K Buy
9,175
+1,475
+19% +$69.8K 0.21% 60
2019
Q3
$332K Buy
7,700
+100
+1% +$4.31K 0.16% 65
2019
Q2
$329K Buy
7,600
+375
+5% +$16.2K 0.18% 62
2019
Q1
$301K Buy
+7,225
New +$301K 0.17% 65