EWA
Evolution Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Hold |
53,022
| – | – | 0.43% | 41 |
|
|
2025
Q1 | $2.81M | Sell |
53,022
-365
| -0.7% | -$19.3K | 0.47% | 39 |
|
|
2024
Q4 | $2.96M | Hold |
53,387
| – | – | 0.5% | 35 |
|
|
2024
Q3 | $2.82M | Sell |
53,387
-620
| -1% | -$32.8K | 0.51% | 41 |
|
|
2024
Q2 | $2.51M | Sell |
54,007
-690
| -1% | -$32K | 0.49% | 44 |
|
|
2024
Q1 | $2.58M | Sell |
54,697
-131,561
| -71% | -$6.2M | 0.49% | 42 |
|
|
2023
Q4 | $8.57M | Sell |
186,258
-970
| -0.5% | -$44.6K | 1.72% | 16 |
|
|
2023
Q3 | $6.9M | Buy |
187,228
+1,875
| +1% | +$69.1K | 1.54% | 20 |
|
|
2023
Q2 | $6.67M | Sell |
185,353
-3,560
| -2% | -$128K | 1.47% | 20 |
|
|
2023
Q1 | $7M | Buy |
+188,913
| New | +$7M | 1.68% | 19 |
|
|
2019
Q1 | – | Sell |
-1,020
| Closed | -$38K | – | 127 |
|
|
2018
Q4 | $38K | Buy |
+1,020
| New | +$38K | 0.02% | 104 |
|