Falcon Wealth Planning’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
2023
Q2
Sell
-10,667
Closed -$395K 108
2023
Q1
$395K Buy
+10,667
New +$395K 0.1% 62