Heritage Wealth Advisors’s State Street 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 | $178K | Hold |
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|
2025
Q2 | $167K | Hold |
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|
2025
Q1 | $158K | Hold |
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|
2024
Q4 | $166K | Sell |
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|
2024
Q3 | $191K | Hold |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $170K | Sell |
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|
2023
Q4 | $194K | Hold |
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|
2023
Q3 | $155K | Hold |
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|
2023
Q2 | $152K | Hold |
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|
2023
Q1 | $156K | Sell |
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|
2022
Q4 | $428K | Hold |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $497K | Sell |
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|
2021
Q4 | $2.01M | Hold |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $2.64M | Hold |
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|
2021
Q1 | $2.67M | Hold |
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|
2020
Q4 | $2.15M | Buy |
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