Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,701
| Closed | -$769 | – | 812 |
|
|
2022
Q1 | $769 | Buy |
14,701
+62
| +0.4% | +$3 | ﹤0.01% | 273 |
|
|
2021
Q4 | $798 | Buy |
14,639
+3,951
| +37% | +$215 | ﹤0.01% | 264 |
|
|
2021
Q3 | $565 | Buy |
10,688
+3,038
| +40% | +$161 | ﹤0.01% | 271 |
|
|
2021
Q2 | $392 | Sell |
7,650
-78
| -1% | -$4 | ﹤0.01% | 276 |
|
|
2021
Q1 | $400 | Buy |
+7,728
| New | +$400 | ﹤0.01% | 264 |
|