OCM
Objective Capital 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 | $407K | Sell |
7,304
-250
| -3% | -$13.9K | 0.46% | 51 |
|
|
2025
Q1 | $400K | Hold |
7,554
| – | – | 0.51% | 49 |
|
|
2024
Q4 | $419K | Hold |
7,554
| – | – | 0.28% | 72 |
|
|
2024
Q3 | $400K | Buy |
+7,554
| New | +$400K | 0.23% | 92 |
|
|
2024
Q1 | $396K | Hold |
8,414
| – | – | 0.27% | 81 |
|
|
2023
Q4 | $387K | Hold |
8,414
| – | – | 0.3% | 71 |
|
|
2023
Q3 | $310K | Hold |
8,414
| – | – | 0.28% | 76 |
|
|
2023
Q2 | $303K | Sell |
8,414
-500
| -6% | -$18K | 0.26% | 72 |
|
|
2023
Q1 | $330K | Hold |
8,914
| – | – | 0.3% | 68 |
|
|
2022
Q4 | $402K | Sell |
8,914
-300
| -3% | -$13.5K | 0.4% | 58 |
|
|
2022
Q3 | $408K | Hold |
9,214
| – | – | 0.44% | 53 |
|
|
2022
Q2 | $404K | Hold |
9,214
| – | – | 0.41% | 59 |
|
|
2022
Q1 | $482K | Hold |
9,214
| – | – | 0.37% | 63 |
|
|
2021
Q4 | $503K | Buy |
+9,214
| New | +$503K | 0.36% | 61 |
|