Samalin Investment Counsel’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$442K	Buy	7,426 +35	+0.5%	+$2.18K	0.16%	180
2025 Q4	$449K	Sell	7,391 -28	-0.4%	-$1.65K	0.16%	181
2025 Q3	$441K	Buy	7,419 +38	+0.5%	+$2.24K	0.15%	190
2025 Q2	$412K	Buy	7,381 +41	+0.6%	+$2.13K	0.16%	200
2025 Q1	$389K	Buy	7,340 +1,043	+17%	+$58.4K	0.16%	195
2024 Q4	$349K	Buy	6,297 +30	+0.5%	+$1.71K	0.15%	202
2024 Q3	$331K	Sell	6,267 -322	-5%	-$16.5K	0.14%	209
2024 Q2	$306K	Sell	6,589 -1,877	-22%	-$85.5K	0.14%	213
2024 Q1	$399K	Sell	8,466 -324	-4%	-$14.5K	0.19%	180
2023 Q4	$405K	Sell	8,790 -201	-2%	-$7.95K	0.2%	169
2023 Q3	$331K	Sell	8,991 -1,072	-11%	-$41.8K	0.19%	164
2023 Q2	$362K	Sell	10,063 -1,750	-15%	-$62.3K	0.2%	146
2023 Q1	$438K	Buy	11,813 +266	+2%	+$12K	0.26%	111
2022 Q4	$521K	Buy	11,547 +185	+2%	+$8.68K	0.33%	92
2022 Q3	$503K	Buy	11,362 +651	+6%	+$30.9K	0.37%	82
2022 Q2	$470K	Buy	10,711 +51	+0.5%	+$2.42K	0.33%	93
2022 Q1	$558K	Buy	10,660 +49	+0.5%	+$2.73K	0.34%	83
2021 Q4	$579K	Buy	10,611 +51	+0.5%	+$2.83K	0.35%	85
2021 Q3	$559K	Buy	10,560 +42	+0.4%	+$2.13K	0.36%	81
2021 Q2	$540K	Sell	10,518 -1,312	-11%	-$70K	0.35%	91
2021 Q1	$613K	Buy	11,830 +59	+0.5%	+$2.88K	0.41%	75
2020 Q4	$492K	Sell	11,771 -2,033	-15%	-$75.3K	0.37%	82
2020 Q3	$407K	Buy	13,804 +1,047	+8%	+$32.6K	0.36%	89
2020 Q2	$402K	Buy	12,757 +1,956	+18%	+$59K	0.42%	69
2020 Q1	$291K	Buy	10,801 +41	+0.4%	+$1.64K	0.39%	80
2019 Q4	$508K	Buy	+10,760	New	+$488K	0.43%	58