A detailed history of Calton & Associates, Inc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Calton & Associates, Inc. holds 13,188 shares of KBE stock, worth $616,670. This represents 0.3% of its overall portfolio holdings.

Number of Shares
13,188
Previous 10,967 20.25%
Holding current value
$616,670
Previous $504,000 23.21%
% of portfolio
0.3%
Previous 0.2%

Shares

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

Apr 16, 2024

BUY
$42.85 - $47.1 $95,169 - $104,609
2,221 Added 20.25%
13,188 $621,000
Q4 2023

Feb 07, 2024

BUY
$34.5 - $47.03 $378,361 - $515,778
10,967 New
10,967 $504,000
Q2 2023

Jul 24, 2023

BUY
$31.9 - $38.23 $230,732 - $276,517
7,233 Added 126.27%
12,961 $466,000
Q1 2023

Apr 19, 2023

BUY
$35.12 - $50.43 $201,167 - $288,863
5,728 New
5,728 $212,000
Q1 2018

Apr 17, 2018

SELL
N/A
-302 Closed
0 $0
Q4 2017

Feb 05, 2018

BUY
N/A
302
302 $15,000

Others Institutions Holding KBE

About SPDR S&P BANK ETF


  • Ticker KBE
  • Sector ETFs
  • Industry ETFs
More about KBE
Track This Portfolio

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. 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 Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.