Geneos Wealth 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 |
-11,479
| Closed | -$1.58M | – | 3127 |
|
|
2024
Q4 | $1.58M | Buy |
+11,479
| New | +$1.58M | 0.06% | 334 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$5K | – | 2550 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2188 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2101 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2040 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2051 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2057 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1914 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1856 |
|
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1818 |
|