Pathstone Family Office’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
2023 Q3	$601K	Buy	+16,306	New	+$601K	﹤0.01%	950
2020 Q3	–	Sell	-1,086	Closed	-$34K	–	911
2020 Q2	$34K	Hold	1,086	–	–	﹤0.01%	364
2020 Q1	$29K	Buy	+1,086	New	+$29K	﹤0.01%	375