Steward Partners Investment Advisory’s SPDR S&P Capital Markets ETF KCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $665K | Sell |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $171K | Buy |
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|
2024
Q2 | $62.5K | Sell |
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|
2024
Q1 | $71.9K | Buy |
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|
2023
Q4 | $66K | Sell |
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|
2023
Q3 | $63.9K | Buy |
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|
2023
Q2 | $62.3K | Buy |
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|
2023
Q1 | $60.7K | Sell |
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|
2022
Q4 | $76.9K | Buy |
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|
2022
Q3 | $69K | Buy |
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|
2022
Q2 | $70K | Hold |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $101K | Buy |
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|
2021
Q3 | $92K | Sell |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $85K | Sell |
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|
2020
Q4 | $77K | Sell |
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|
2020
Q3 | $60K | Sell |
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|
2020
Q2 | $59K | Sell |
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|
2020
Q1 | $71K | Sell |
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|
2019
Q4 | $100K | Sell |
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|
2019
Q3 | $714K | Buy |
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|
2019
Q2 | $721K | Sell |
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|
2019
Q1 | $696K | Buy |
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|
2018
Q4 | $622K | Buy |
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|
2018
Q3 | $720K | Buy |
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|
2018
Q2 | $690K | Buy |
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|
2018
Q1 | $564K | Buy |
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|
2017
Q4 | $273K | Buy |
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|
2017
Q3 | $109K | Buy |
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