West Paces 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,300
| Closed | -$41K | – | 423 |
|
2020
Q2 | $41K | Sell |
1,300
-4,000
| -75% | -$126K | 0.02% | 187 |
|
2020
Q1 | $143K | Buy |
+5,300
| New | +$143K | 0.09% | 108 |
|
2019
Q3 | – | Sell |
-340
| Closed | -$14.7K | – | 491 |
|
2019
Q2 | $14.7K | Hold |
340
| – | – | 0.01% | 277 |
|
2019
Q1 | $14.2K | Hold |
340
| – | – | 0.01% | 283 |
|
2018
Q4 | $12.7K | Buy |
340
+140
| +70% | +$5.23K | 0.01% | 290 |
|
2018
Q3 | $9.31K | Hold |
200
| – | – | 0.01% | 326 |
|
2018
Q2 | $9.43K | Hold |
200
| – | – | 0.01% | 336 |
|
2018
Q1 | $9.58K | Buy |
+200
| New | +$9.58K | 0.01% | 321 |
|