Evoke 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 | – | Sell |
-5,070
| Closed | -$269K | – | 596 |
|
|
2025
Q1 | $269K | Hold |
5,070
| – | – | 0.01% | 371 |
|
|
2024
Q4 | $281K | Buy |
+5,070
| New | +$281K | 0.01% | 354 |
|
|
2022
Q4 | – | Sell |
-3,400
| Closed | -$151K | – | 770 |
|
|
2022
Q3 | $151K | Hold |
3,400
| – | – | 0.01% | 364 |
|
|
2022
Q2 | $149K | Sell |
3,400
-2,300
| -40% | -$101K | 0.01% | 356 |
|
|
2022
Q1 | $298K | Sell |
5,700
-1,000
| -15% | -$52.3K | 0.01% | 295 |
|
|
2021
Q4 | $366K | Hold |
6,700
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $354K | Hold |
6,700
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $344K | Buy |
6,700
+2,300
| +52% | +$118K | 0.01% | 281 |
|
|
2021
Q1 | $228K | Hold |
4,400
| – | – | 0.01% | 287 |
|
|
2020
Q4 | $184K | Sell |
4,400
-600
| -12% | -$25.1K | 0.01% | 242 |
|
|
2020
Q3 | $147K | Hold |
5,000
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $158K | Sell |
5,000
-3,900
| -44% | -$123K | 0.02% | 217 |
|
|
2020
Q1 | $240K | Buy |
+8,900
| New | +$240K | 0.03% | 161 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$43.2K | – | 1361 |
|
|
2019
Q3 | $43.2K | Buy |
+1,000
| New | +$43.2K | 0.01% | 499 |
|