Great Diamond Partners’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 |
-36,940
| Closed | -$1.96M | – | 230 |
|
|
2025
Q1 | $1.96M | Buy |
+36,940
| New | +$1.96M | 0.53% | 59 |
|
|
2022
Q3 | – | Sell |
-21,870
| Closed | -$959K | – | 207 |
|
|
2022
Q2 | $959K | Buy |
21,870
+1,328
| +6% | +$58.2K | 0.32% | 76 |
|
|
2022
Q1 | $1.08M | Buy |
20,542
+216
| +1% | +$11.3K | 0.3% | 82 |
|
|
2021
Q4 | $1.11M | Buy |
20,326
+450
| +2% | +$24.5K | 0.29% | 81 |
|
|
2021
Q3 | $1.05M | Buy |
19,876
+518
| +3% | +$27.4K | 0.29% | 79 |
|
|
2021
Q2 | $993K | Buy |
19,358
+1,765
| +10% | +$90.5K | 0.28% | 84 |
|
|
2021
Q1 | $912K | Buy |
+17,593
| New | +$912K | 0.28% | 83 |
|