Institute for 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 | $244K | Sell |
4,380
-306
| -7% | -$17.1K | 0.03% | 488 |
|
|
2025
Q1 | $248K | Buy |
4,686
+80
| +2% | +$4.24K | 0.03% | 461 |
|
|
2024
Q4 | $255K | Buy |
4,606
+189
| +4% | +$10.5K | 0.03% | 434 |
|
|
2024
Q3 | $234K | Hold |
4,417
| – | – | 0.03% | 482 |
|
|
2024
Q2 | $205K | Hold |
4,417
| – | – | 0.03% | 473 |
|
|
2024
Q1 | $208K | Sell |
4,417
-22
| -0.5% | -$1.04K | 0.03% | 473 |
|
|
2023
Q4 | $204K | Buy |
+4,439
| New | +$204K | 0.03% | 456 |
|
|
2023
Q1 | – | Sell |
-5,289
| Closed | -$239K | – | 455 |
|
|
2022
Q4 | $239K | Buy |
5,289
+415
| +9% | +$18.7K | 0.05% | 387 |
|
|
2022
Q3 | $216K | Buy |
+4,874
| New | +$216K | 0.05% | 411 |
|
|
2022
Q2 | – | Sell |
-4,476
| Closed | -$234K | – | 545 |
|
|
2022
Q1 | $234K | Hold |
4,476
| – | – | 0.04% | 481 |
|
|
2021
Q4 | $244K | Hold |
4,476
| – | – | 0.04% | 422 |
|
|
2021
Q3 | $237K | Hold |
4,476
| – | – | 0.04% | 425 |
|
|
2021
Q2 | $230K | Sell |
4,476
-100
| -2% | -$5.14K | 0.04% | 434 |
|
|
2021
Q1 | $237K | Buy |
+4,576
| New | +$237K | 0.05% | 403 |
|
|
2020
Q1 | – | Sell |
-5,148
| Closed | -$243K | – | 553 |
|
|
2019
Q4 | $243K | Hold |
5,148
| – | – | 0.05% | 387 |
|
|
2019
Q3 | $222K | Hold |
5,148
| – | – | 0.06% | 379 |
|
|
2019
Q2 | $223K | Sell |
5,148
-392
| -7% | -$17K | 0.05% | 409 |
|
|
2019
Q1 | $231K | Sell |
5,540
-123
| -2% | -$5.13K | 0.05% | 386 |
|
|
2018
Q4 | $212K | Buy |
+5,663
| New | +$212K | 0.09% | 238 |
|
|
2018
Q1 | – | Sell |
-4,178
| Closed | -$200K | – | 331 |
|
|
2017
Q4 | $200K | Buy |
+4,178
| New | +$200K | 0.05% | 362 |
|