Congress 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 Q1	–	Sell	-4,011	Closed	-$222K	–	1095
2024 Q4	$222K	Buy	+4,011	New	+$222K	﹤0.01%	829
2022 Q2	–	Sell	-8,879	Closed	-$465K	–	593
2022 Q1	$465K	Sell	8,879 -804,503	-99%	-$42.1M	0.01%	450
2021 Q4	$44.4M	Buy	+813,382	New	+$44.4M	0.88%	24