DHK Financial 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
$1.46M Buy
10,093
+42
+0.4% +$6.09K 0.84% 26
2025
Q1
$1.27M Buy
10,051
+44
+0.4% +$5.55K 0.7% 31
2024
Q4
$1.38M Buy
10,007
+39
+0.4% +$5.37K 0.84% 28
2024
Q3
$1.24M Buy
9,968
+43
+0.4% +$5.37K 0.76% 28
2024
Q2
$1.09M Hold
9,925
0.76% 29
2024
Q1
$1.1M Buy
+9,925
New +$1.1M 0.78% 37