Fulcrum Equity Management’s SPDR S&P Capital Markets ETF KCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,963
| Closed | -$821K | – | 110 |
|
|
2024
Q4 | $821K | Buy |
+5,963
| New | +$821K | 0.81% | 39 |
|
|
2022
Q1 | – | Sell |
-40,378
| Closed | -$4.19M | – | 160 |
|
|
2021
Q4 | $4.19M | Buy |
40,378
+7,313
| +22% | +$758K | 1.57% | 17 |
|
|
2021
Q3 | $3.16M | Buy |
33,065
+471
| +1% | +$44.9K | 1.22% | 14 |
|
|
2021
Q2 | $3.07M | Buy |
+32,594
| New | +$3.07M | 1.14% | 14 |
|