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IBEX Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History

IBEX Wealth Advisors’s Portfolio KBE Stock Details KBE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28,996
Closed -$1.54M – 200
2025
Q1 		$1.54M Sell
28,996
-1,348
-4% -$71.4K 0.2% 88
2024
Q4 		$1.68M Buy
+30,344
New +$1.68M 0.2% 87