WESPAC Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-12,438
| Closed | -$416K | – | 135 |
|
|
2014
Q2 | $416K | Sell |
12,438
-13,054
| -51% | -$437K | 0.47% | 79 |
|
|
2014
Q1 | $868K | Buy |
25,492
+603
| +2% | +$20.5K | 0.75% | 59 |
|
|
2013
Q4 | $826K | Sell |
24,889
-4,071
| -14% | -$135K | 0.69% | 65 |
|
|
2013
Q3 | $870K | Buy |
+28,960
| New | +$870K | 1.01% | 37 |
|