Graves Light Lenhart Wealth’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $636K | Hold |
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|
2025
Q2 | $597K | Sell |
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|
2025
Q1 | $604K | Hold |
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|
2024
Q4 | $633K | Hold |
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|
2024
Q3 | $603K | Sell |
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|
2024
Q2 | $569K | Sell |
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|
2024
Q1 | $596K | Hold |
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|
2023
Q4 | $583K | Hold |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $506K | Hold |
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|
2023
Q1 | $521K | Hold |
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|
2022
Q4 | $635K | Sell |
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|
2022
Q3 | $674K | Sell |
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|
2022
Q2 | $712K | Hold |
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|
2022
Q1 | $849K | Hold |
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|
2021
Q4 | $885K | Hold |
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|
2021
Q3 | $859K | Sell |
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|
2021
Q2 | $834K | Sell |
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|
2021
Q1 | $845K | Sell |
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|
2020
Q4 | $719K | Buy |
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|
2020
Q3 | $506K | Buy |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $463K | Sell |
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|
2019
Q4 | $987K | Buy |
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|
2019
Q3 | $921K | Buy |
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|
2019
Q2 | $854K | Hold |
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|
2019
Q1 | $822K | Sell |
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|
2018
Q4 | $771K | Buy |
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