MGB Wealth Management’s SPDR S&P Capital Markets ETF KCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Hold
1,097
0.05% 230
2025
Q1
$138K Hold
1,097
0.05% 219
2024
Q4
$151K Hold
1,097
0.05% 209
2024
Q3
$137K Hold
1,097
0.05% 204
2024
Q2
$125K Hold
1,097
0.05% 210
2024
Q1
$120K Hold
1,097
0.05% 200
2023
Q4
$113K Buy
+1,097
New +$113K 0.06% 197