Forum Financial 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
2025 Q2	$948K	Buy	17,009 +26	+0.2%	+$1.45K	0.01%	225
2025 Q1	$899K	Buy	16,983 +4	+0%	+$212	0.01%	223
2024 Q4	$942K	Buy	+16,979	New	+$942K	0.02%	217