Family Management’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 Q4	–	Sell	-11,602	Closed	-$428K	–	170
2023 Q3	$428K	Hold	11,602	–	–	0.1%	80
2023 Q2	$418K	Buy	+11,602	New	+$418K	0.09%	87