BigSur Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $174K | Sell |
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|
2025
Q2 | $687K | Hold |
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|
2025
Q1 | $653K | Hold |
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|
2024
Q4 | $684K | Hold |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $581K | Hold |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $468K | Hold |
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|
2022
Q4 | $570K | Hold |
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|
2022
Q3 | $559K | Hold |
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|
2022
Q2 | $554K | Hold |
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|
2022
Q1 | $661K | Hold |
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|
2021
Q4 | $689K | Hold |
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|
2021
Q3 | $668K | Hold |
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|
2021
Q2 | $648K | Buy |
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|
2021
Q1 | $463K | Hold |
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|
2020
Q4 | $373K | Sell |
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|
2020
Q3 | $512K | Hold |
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|
2020
Q2 | $549K | Sell |
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|
2020
Q1 | $874K | Sell |
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|
2019
Q4 | $1.72M | Sell |
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|
2019
Q3 | $1.83M | Hold |
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|
2019
Q2 | $1.85M | Hold |
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|
2019
Q1 | $1.77M | Hold |
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|
2018
Q4 | $1.58M | Hold |
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|
2018
Q3 | $1.98M | Buy |
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|
2018
Q2 | $1.2M | Sell |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $1.05M | Hold |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $902K | Buy |
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|
2016
Q4 | $652K | Buy |
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