Carolinas Wealth Consulting LLC Spdr S&P Bank ETF Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,710 shares of KBE stock, worth $95,896. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,710
Previous 1,710 -0.0%
Holding current value
$95,896
Previous $79,000 13.92%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$42.85 - $47.1 $73,273 - $80,541
1,710 New
1,710 $80,000
Q4 2020

Feb 16, 2021
SELL
$29.74 - $41.82 $16,416 - $23,084
-552 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$28.21 - $33.84 $141 - $169
5 Added 0.91%
552 $16,000
Q2 2020

Aug 13, 2020
BUY
$24.45 - $37.85 $13,374 - $20,703
547 New
547 $17,000

Others Institutions Holding KBE

# of Institutions
257
Shares Held
13.7M
Call Options Held
1.72M
Put Options Held
3.47M
View Full List

About SPDR S&P BANK ETF

KBE Quotes by TradingView
  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email