Rothschild Investment LLC’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 | $76.1K | Hold |
1,365
| – | – | ﹤0.01% | 697 |
|
|
2025
Q1 | $72.3K | Buy |
1,365
+240
| +21% | +$12.7K | ﹤0.01% | 692 |
|
|
2024
Q4 | $62.4K | Hold |
1,125
| – | – | ﹤0.01% | 740 |
|
|
2024
Q3 | $59.5K | Buy |
+1,125
| New | +$59.5K | ﹤0.01% | 743 |
|
|
2024
Q1 | – | Sell |
-4,480
| Closed | -$206K | – | 2284 |
|
|
2023
Q4 | $206K | Buy |
+4,480
| New | +$206K | 0.02% | 407 |
|
|
2023
Q3 | – | Sell |
-6,720
| Closed | -$242K | – | 489 |
|
|
2023
Q2 | $242K | Sell |
6,720
-230
| -3% | -$8.28K | 0.02% | 433 |
|
|
2023
Q1 | $258K | Buy |
+6,950
| New | +$258K | 0.02% | 409 |
|