Evolution Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Hold |
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|
2025
Q1 | $2.81M | Sell |
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|
2024
Q4 | $2.96M | Hold |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $2.51M | Sell |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $8.57M | Sell |
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|
2023
Q3 | $6.9M | Buy |
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|
2023
Q2 | $6.67M | Sell |
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|
2023
Q1 | $7M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $38K | Buy |
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