AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53K | Sell |
153
-50
| -25% | -$2.79K | ﹤0.01% | 1897 |
|
|
2025
Q1 | $10.8K | Buy |
203
+173
| +577% | +$9.16K | ﹤0.01% | 1847 |
|
|
2024
Q4 | $1.66K | Buy |
+30
| New | +$1.66K | ﹤0.01% | 2008 |
|
|
2024
Q1 | – | Sell |
-34,793
| Closed | -$1.61M | – | 1604 |
|
|
2023
Q4 | $1.61M | Buy |
34,793
+2,384
| +7% | +$110K | 0.01% | 976 |
|
|
2023
Q3 | $1.19M | Sell |
32,409
-290
| -0.9% | -$10.7K | 0.01% | 1026 |
|
|
2023
Q2 | $1.18M | Buy |
+32,699
| New | +$1.18M | 0.01% | 1028 |
|
|
2023
Q1 | – | Sell |
-6,722
| Closed | -$303K | – | 1946 |
|
|
2022
Q4 | $303K | Sell |
6,722
-39
| -0.6% | -$1.76K | ﹤0.01% | 1493 |
|
|
2022
Q3 | $299K | Sell |
6,761
-20,851
| -76% | -$922K | ﹤0.01% | 1474 |
|
|
2022
Q2 | $1.21M | Sell |
27,612
-214
| -0.8% | -$9.39K | 0.01% | 824 |
|
|
2022
Q1 | $1.46M | Buy |
27,826
+16,367
| +143% | +$857K | 0.01% | 795 |
|
|
2021
Q4 | $625K | Buy |
11,459
+5,334
| +87% | +$291K | ﹤0.01% | 1169 |
|
|
2021
Q3 | $324K | Buy |
6,125
+863
| +16% | +$45.7K | ﹤0.01% | 1331 |
|
|
2021
Q2 | $270K | Buy |
5,262
+1,155
| +28% | +$59.3K | ﹤0.01% | 1387 |
|
|
2021
Q1 | $213K | Buy |
+4,107
| New | +$213K | ﹤0.01% | 1385 |
|
|
2018
Q4 | – | Sell |
-4,535
| Closed | -$211K | – | 541 |
|
|
2018
Q3 | $211K | Sell |
4,535
-3,396
| -43% | -$158K | 0.01% | 548 |
|
|
2018
Q2 | $374K | Sell |
7,931
-494
| -6% | -$23.3K | 0.03% | 299 |
|
|
2018
Q1 | $403K | Buy |
8,425
+99
| +1% | +$4.74K | 0.03% | 278 |
|
|
2017
Q4 | $394K | Sell |
8,326
-10,065
| -55% | -$476K | 0.03% | 268 |
|
|
2017
Q3 | $829K | Buy |
18,391
+1,408
| +8% | +$63.5K | 0.08% | 180 |
|
|
2017
Q2 | $739K | Buy |
16,983
+3,836
| +29% | +$167K | 0.09% | 188 |
|
|
2017
Q1 | $565K | Buy |
+13,147
| New | +$565K | 0.1% | 156 |
|