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 |
|