WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,007
| Closed | -$33K | – | 1615 |
|
|
2015
Q3 | $33K | Sell |
1,007
-568
| -36% | -$18.6K | 0.01% | 761 |
|
|
2015
Q2 | $57K | Hold |
1,575
| – | – | 0.02% | 691 |
|
|
2015
Q1 | $53K | Buy |
1,575
+20
| +1% | +$673 | 0.01% | 711 |
|
|
2014
Q4 | $52K | Buy |
1,555
+145
| +10% | +$4.85K | 0.01% | 871 |
|
|
2014
Q3 | $45K | Sell |
1,410
-171
| -11% | -$5.46K | 0.01% | 969 |
|
|
2014
Q2 | $53K | Hold |
1,581
| – | – | 0.01% | 892 |
|
|
2014
Q1 | $54K | Buy |
1,581
+151
| +11% | +$5.16K | 0.01% | 883 |
|
|
2013
Q4 | $47K | Sell |
1,430
-87
| -6% | -$2.86K | 0.01% | 1019 |
|
|
2013
Q3 | $46K | Hold |
1,517
| – | – | 0.01% | 962 |
|
|
2013
Q2 | $44K | Buy |
+1,517
| New | +$44K | 0.01% | 935 |
|