Graves Light Lenhart Wealth, Inc. Spdr S&P Bank ETF Transaction History

Graves Light Lenhart Wealth, Inc.

$875 Million
Q2 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 12,326 shares of KBE stock, worth $632,693. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,326

Previous 12,658 2.62%

Holding current value

$632,693

Previous $596,000 4.19%

% of portfolio

0.07%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$43.05 - $47.93 $14,292 - $15,912	-332 Reduced 2.62%	12,326 $571,000
Q3 2023 Nov 13, 2023	SELL	$35.66 - $42.33 $49,923 - $59,262	-1,400 Reduced 9.96%	12,658 $466,000
Q4 2022 Feb 14, 2023	SELL	$43.77 - $49.99 $51,123 - $58,388	-1,168 Reduced 7.67%	14,058 $634,000
Q3 2022 Nov 14, 2022	SELL	$43.11 - $52.32 $43,110 - $52,320	-1,000 Reduced 6.16%	15,226 $674,000
Q3 2021 Nov 15, 2021	SELL	$47.2 - $53.65 $1,038 - $1,180	-22 Reduced 0.14%	16,226 $859,000
Q2 2021 Jul 12, 2021	SELL	$49.93 - $55.46 $2,047 - $2,273	-41 Reduced 0.25%	16,248 $834,000
Q1 2021 Apr 09, 2021	SELL	$41.41 - $55.06 $37,144 - $49,388	-897 Reduced 5.22%	16,289 $845,000
Q4 2020 Feb 04, 2021	BUY	$29.74 - $41.82 $89 - $125	3 Added 0.02%	17,186 $719,000
Q3 2020 Nov 10, 2020	BUY	$28.21 - $33.84 $112 - $135	4 Added 0.02%	17,183 $506,000
Q2 2020 Jul 31, 2020	BUY	$24.45 - $37.85 $73 - $113	3 Added 0.02%	17,179 $542,000
Q1 2020 Apr 29, 2020	SELL	$23.13 - $47.39 $85,280 - $174,726	-3,687 Reduced 17.67%	17,176 $463,000
Q4 2019 Jan 21, 2020	BUY	$41.05 - $48.02 $123 - $144	3 Added 0.01%	20,863 $987,000
Q3 2019 Nov 12, 2019	BUY	$42.71 - $44.45 $85 - $88	2 Added 0.01%	20,860 $921,000
Q2 2019 May 10, 2024	BUY	N/A	7,032 Added 55.55%	19,690 $0
Q1 2019 May 10, 2024	BUY	N/A	7,032 Added 55.55%	19,690 $0
Q1 2019 Apr 11, 2019	BUY	N/A	214 Added 1.04%	20,858 $871,000
Q4 2018 Jan 28, 2019	BUY	N/A	20,644 New	20,644 $771,000

Others Institutions Holding KBE

# of Institutions

248

Shares Held

14M

Call Options Held

721K

Put Options Held

1.26M

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

More about KBE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.

Account

Graves Light Lenhart Wealth, Inc. Spdr S&P Bank ETF Transaction History