Sugarloaf Wealth Management, LLC Spdr S&P Bank ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 367 shares of KBE stock, worth $21,234. This represents 0.0% of its overall portfolio holdings.

Number of Shares
367
Previous 364 0.82%
Holding current value
$21,234
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$51.33 - $62.76 $153 - $188
3 Added 0.82%
367 $20,000
Q3 2024

Oct 08, 2024
BUY
$45.47 - $54.71 $90 - $109
2 Added 0.55%
364 $19,000
Q2 2024

Jul 08, 2024
BUY
$43.05 - $47.93 $86 - $95
2 Added 0.56%
362 $16,000
Q1 2024

Apr 23, 2024
SELL
$42.85 - $47.1 $15,211 - $16,720
-355 Reduced 49.65%
360 $16,000
Q4 2023

Jan 10, 2024
SELL
$34.5 - $47.03 $138 - $188
-4 Reduced 0.56%
715 $32,000
Q3 2023

Nov 13, 2023
BUY
$35.66 - $42.33 $142 - $169
4 Added 0.56%
719 $26,000
Q2 2023

Jul 13, 2023
BUY
$31.9 - $38.23 $95 - $114
3 Added 0.42%
715 $25,000
Q1 2023

Apr 26, 2023
BUY
$35.12 - $50.43 $70 - $100
2 Added 0.28%
712 $26,000
Q4 2022

Feb 03, 2023
BUY
$43.77 - $49.99 $393 - $449
9 Added 1.28%
710 $32,000
Q3 2022

Oct 11, 2022
BUY
$43.11 - $52.32 $86 - $104
2 Added 0.29%
701 $32,000
Q2 2022

Jul 12, 2022
BUY
$42.82 - $51.88 $128 - $155
3 Added 0.43%
699 $31,000
Q1 2022

Apr 25, 2022
BUY
$51.35 - $60.41 $102 - $120
2 Added 0.29%
696 $36,000
Q4 2021

Jan 20, 2022
BUY
$51.57 - $57.89 $103 - $115
2 Added 0.29%
694 $38,000
Q3 2021

Oct 20, 2021
SELL
$47.2 - $53.65 $11,092 - $12,607
-235 Reduced 25.35%
692 $37,000
Q2 2021

Jul 20, 2021
BUY
$49.93 - $55.46 $41,292 - $45,865
827 Added 827.0%
927 $48,000
Q1 2021

Apr 19, 2021
SELL
$41.41 - $55.06 $34,080 - $45,314
-823 Reduced 89.17%
100 $48,000
Q4 2020

Feb 03, 2021
BUY
$29.74 - $41.82 $59 - $83
2 Added 0.22%
923 $39,000
Q3 2020

Nov 03, 2020
BUY
$28.21 - $33.84 $84 - $101
3 Added 0.33%
921 $27,000
Q2 2020

Jul 21, 2020
BUY
$24.45 - $37.85 $73 - $113
3 Added 0.33%
918 $29,000
Q1 2020

Apr 15, 2020
SELL
$23.13 - $47.39 $2,844 - $5,828
-123 Reduced 11.85%
915 $25,000
Q4 2019

Jan 29, 2020
BUY
$41.05 - $48.02 $42,609 - $49,844
1,038 New
1,038 $49,000

Others Institutions Holding KBE

# of Institutions
258
Shares Held
13.9M
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
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