Corient Private Wealth’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 | $742K | Buy |
13,308
+6,552
| +97% | +$365K | ﹤0.01% | 1580 |
|
|
2025
Q1 | $358K | Sell |
6,756
-1,669
| -20% | -$88.4K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $467K | Buy |
8,425
+1,551
| +23% | +$86K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $364K | Buy |
6,874
+260
| +4% | +$13.8K | ﹤0.01% | 1895 |
|
|
2024
Q2 | $307K | Hold |
6,614
| – | – | ﹤0.01% | 1887 |
|
|
2024
Q1 | $312K | Sell |
6,614
-975
| -13% | -$45.9K | ﹤0.01% | 1867 |
|
|
2023
Q4 | $349K | Buy |
7,589
+762
| +11% | +$35.1K | ﹤0.01% | 1790 |
|
|
2023
Q3 | $252K | Buy |
+6,827
| New | +$252K | ﹤0.01% | 1818 |
|