EP Wealth Advisors’s SPDR S&P Capital Markets ETF KCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$173K	Hold
2025 Q1	$150K	Hold
2024 Q4	$164K	Sell
2024 Q3	$168K	Buy