Horizon Family Wealth’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
2023 Q4	–	Sell	-13,176	Closed	-$486K	–	70
2023 Q3	$486K	Sell	13,176 -652	-5%	-$24K	0.47%	31
2023 Q2	$498K	Buy	13,828 +116	+0.8%	+$4.18K	0.48%	32
2023 Q1	$508K	Buy	13,712 +97	+0.7%	+$3.6K	0.54%	28
2022 Q4	$615K	Buy	+13,615	New	+$615K	0.71%	25