Integrated Wealth Concepts’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 | $2.24M | Buy |
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|
2025
Q2 | $618K | Sell |
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|
2025
Q1 | $2.03M | Buy |
|
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|
2024
Q4 | $1.96M | Sell |
|
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|
2024
Q3 | $1.96M | Sell |
|
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $502K | Buy |
|
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|
2023
Q4 | $483K | Buy |
|
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $299K | Sell |
|
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|
2023
Q1 | $321K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $272K | Sell |
|
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $319K | Sell |
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|
2021
Q2 | $764K | Buy |
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|
2021
Q1 | $456K | Buy |
|