HB 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 | $203K | Buy |
+3,642
| New | +$203K | ﹤0.01% | 1081 |
|
|
2025
Q1 | – | Sell |
-9,821
| Closed | -$545K | – | 1218 |
|
|
2024
Q4 | $545K | Hold |
9,821
| – | – | 0.01% | 584 |
|
|
2024
Q3 | $519K | Hold |
9,821
| – | – | 0.01% | 570 |
|
|
2024
Q2 | $456K | Hold |
9,821
| – | – | 0.01% | 563 |
|
|
2024
Q1 | $463K | Hold |
9,821
| – | – | 0.01% | 526 |
|
|
2023
Q4 | $452K | Hold |
9,821
| – | – | 0.01% | 490 |
|
|
2023
Q3 | $362K | Hold |
9,821
| – | – | 0.01% | 517 |
|
|
2023
Q2 | $354K | Sell |
9,821
-11,437
| -54% | -$412K | 0.01% | 502 |
|
|
2023
Q1 | $788K | Hold |
21,258
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $960K | Hold |
21,258
| – | – | 0.02% | 290 |
|
|
2022
Q3 | $942K | Hold |
21,258
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $933K | Hold |
21,258
| – | – | 0.02% | 257 |
|
|
2022
Q1 | $1.11M | Sell |
21,258
-1,333
| -6% | -$69.8K | 0.02% | 257 |
|
|
2021
Q4 | $1.23M | Buy |
+22,591
| New | +$1.23M | 0.02% | 214 |
|