Arkadios Wealth Advisors’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 | $741K | Hold |
5,115
| – | – | 0.02% | 689 |
|
|
2025
Q1 | $645K | Buy |
5,115
+472
| +10% | +$59.6K | 0.02% | 614 |
|
|
2024
Q4 | $639K | Buy |
4,643
+297
| +7% | +$40.9K | 0.03% | 458 |
|
|
2024
Q3 | $543K | Buy |
4,346
+271
| +7% | +$33.8K | 0.03% | 516 |
|
|
2024
Q2 | $449K | Buy |
+4,075
| New | +$449K | 0.03% | 487 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$38K | – | 1216 |
|
|
2021
Q3 | $38K | Hold |
400
| – | – | 0.01% | 976 |
|
|
2021
Q2 | $37K | Buy |
+400
| New | +$37K | ﹤0.01% | 1033 |
|