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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$173K Hold
1,191
– – ﹤0.01% 1290
2025
Q1 		$150K Hold
1,191
– – ﹤0.01% 1188
2024
Q4 		$164K Sell
1,191
-151
-11% -$20.8K ﹤0.01% 1123
2024
Q3 		$168K Buy
+1,342
New +$168K ﹤0.01% 1081