Carolinas Wealth Consulting’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 | – | Sell |
-1,710
| Closed | -$90.6K | – | 508 |
|
|
2025
Q1 | $90.6K | Hold |
1,710
| – | – | 0.02% | 258 |
|
|
2024
Q4 | $94.9K | Hold |
1,710
| – | – | 0.02% | 257 |
|
|
2024
Q3 | $90.4K | Hold |
1,710
| – | – | 0.02% | 279 |
|
|
2024
Q2 | $79.3K | Hold |
1,710
| – | – | 0.02% | 295 |
|
|
2024
Q1 | $80.5K | Buy |
+1,710
| New | +$80.5K | 0.02% | 304 |
|
|
2020
Q4 | – | Sell |
-552
| Closed | -$16K | – | 952 |
|
|
2020
Q3 | $16K | Buy |
552
+5
| +0.9% | +$145 | 0.01% | 415 |
|
|
2020
Q2 | $17K | Buy |
+547
| New | +$17K | 0.01% | 298 |
|