Golden State Wealth 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
Sell
-300
Closed -$15.9K 1623
2025
Q1
$15.9K Hold
300
﹤0.01% 861
2024
Q4
$16.6K Buy
+300
New +$16.6K ﹤0.01% 813
2020
Q2
Sell
-100
Closed -$3K 568
2020
Q1
$3K Buy
+100
New +$3K ﹤0.01% 815
2019
Q4
Sell
-100
Closed -$4K 521
2019
Q3
$4K Hold
100
﹤0.01% 890
2019
Q2
$4K Hold
100
﹤0.01% 903
2019
Q1
$4K Buy
+100
New +$4K ﹤0.01% 942