EP Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History

EP Wealth Advisors’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Buy
2025 Q1	$189K	Sell
2024 Q4	$217K	Sell
2024 Q3	$212K	Sell
2024 Q2	$275K	Hold
2024 Q1	$279K	Sell
2023 Q4	$291K	Buy
2023 Q3	$229K	Sell
2023 Q2	$224K	Buy
2023 Q1	–	Sell
2022 Q4	$169K	Buy