Zuckerman Investment Group’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
Q1 | – | Sell |
-3,920
| Closed | -$214K | – | 118 |
|
|
2021
Q4 | $214K | Hold |
3,920
| – | – | 0.03% | 109 |
|
|
2021
Q3 | $207K | Sell |
3,920
-6,140
| -61% | -$324K | 0.03% | 107 |
|
|
2021
Q2 | $516K | Hold |
10,060
| – | – | 0.08% | 73 |
|
|
2021
Q1 | $522K | Hold |
10,060
| – | – | 0.09% | 72 |
|
|
2020
Q4 | $421K | Hold |
10,060
| – | – | 0.08% | 65 |
|
|
2020
Q3 | $296K | Hold |
10,060
| – | – | 0.07% | 63 |
|
|
2020
Q2 | $317K | Buy |
+10,060
| New | +$317K | 0.08% | 59 |
|