AE Wealth Management’s SPDR S&P Capital Markets ETF KCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83K | Sell |
572
-1
| -0.2% | -$145 | ﹤0.01% | 1525 |
|
|
2025
Q1 | $72.3K | Buy |
573
+399
| +229% | +$50.3K | ﹤0.01% | 1515 |
|
|
2024
Q4 | $24K | Buy |
+174
| New | +$24K | ﹤0.01% | 1693 |
|
|
2022
Q4 | – | Sell |
-10,506
| Closed | -$752K | – | 1860 |
|
|
2022
Q3 | $752K | Buy |
10,506
+639
| +6% | +$45.7K | 0.01% | 1056 |
|
|
2022
Q2 | $720K | Buy |
9,867
+971
| +11% | +$70.9K | 0.01% | 1008 |
|
|
2022
Q1 | $813K | Buy |
+8,896
| New | +$813K | 0.01% | 991 |
|