Pathway Financial Advisers’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
Q1
Sell
-405
Closed -$22.4K 293
2024
Q4
$22.4K Buy
405
+3
+0.7% +$166 0.01% 297
2024
Q3
$21.3K Buy
402
+2
+0.5% +$106 0.01% 246
2024
Q2
$18.5K Buy
400
+4
+1% +$185 0.01% 298
2024
Q1
$18.7K Sell
396
-922
-70% -$43.5K 0.01% 295
2023
Q4
$60.7K Buy
1,318
+6
+0.5% +$276 0.02% 213
2023
Q3
$48.3K Buy
+1,312
New +$48.3K 0.02% 225
2023
Q1
$57.4K Sell
1,550
-666
-30% -$24.7K 0.02% 224
2022
Q4
$100K Buy
+2,216
New +$100K 0.04% 196