Tyler-Stone Wealth Management’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 | $243K | Buy |
+4,358
| New | +$243K | 0.04% | 299 |
|
2024
Q3 | – | Sell |
-543
| Closed | -$25.2K | – | 622 |
|
2024
Q2 | $25.2K | Buy |
543
+1
| +0.2% | +$46 | 0.01% | 476 |
|
2024
Q1 | $25.5K | Buy |
542
+1
| +0.2% | +$47 | 0.01% | 468 |
|
2023
Q4 | $24.9K | Sell |
541
-168
| -24% | -$7.73K | 0.01% | 464 |
|
2023
Q3 | $26K | Sell |
709
-104
| -13% | -$3.81K | 0.01% | 436 |
|
2023
Q2 | $29K | Buy |
+813
| New | +$29K | 0.02% | 428 |
|
2022
Q4 | $37K | Sell |
810
-14
| -2% | -$640 | 0.03% | 356 |
|
2022
Q3 | $37K | Buy |
824
+1
| +0.1% | +$45 | 0.03% | 337 |
|
2022
Q2 | $36K | Buy |
823
+1
| +0.1% | +$44 | 0.02% | 362 |
|
2022
Q1 | $43K | Buy |
822
+1
| +0.1% | +$52 | 0.02% | 354 |
|
2021
Q4 | $45K | Buy |
+821
| New | +$45K | 0.02% | 374 |
|