Pathstone Holdings’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
2025
Q2
$575K Hold
10,321
﹤0.01% 1656
2025
Q1
$547K Hold
10,321
﹤0.01% 1680
2024
Q4
$573K Hold
10,321
﹤0.01% 1666
2024
Q3
$546K Hold
10,321
﹤0.01% 1671
2024
Q2
$479K Sell
10,321
-985
-9% -$45.7K ﹤0.01% 1717
2024
Q1
$533K Hold
11,306
﹤0.01% 1652
2023
Q4
$520K Buy
+11,306
New +$520K ﹤0.01% 1482