NSIM
North Star Investment Management’s SPDR S&P Bank ETF KBE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.1K | Sell |
576
-115
| -17% | -$6.41K | ﹤0.01% | 722 |
|
2025
Q1 | $36.6K | Sell |
691
-9
| -1% | -$477 | ﹤0.01% | 672 |
|
2024
Q4 | $38.8K | Sell |
700
-75,901
| -99% | -$4.21M | ﹤0.01% | 662 |
|
2024
Q3 | $4.05M | Buy |
76,601
+28,908
| +61% | +$1.53M | 0.28% | 92 |
|
2024
Q2 | $2.21M | Buy |
47,693
+1,137
| +2% | +$52.7K | 0.16% | 145 |
|
2024
Q1 | $2.19M | Sell |
46,556
-436
| -0.9% | -$20.5K | 0.16% | 151 |
|
2023
Q4 | $2.16M | Buy |
+46,992
| New | +$2.16M | 0.17% | 144 |
|