Valley National 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
Q2 | $29K | Hold |
528
| – | – | ﹤0.01% | 439 |
|
2025
Q1 | $27K | Hold |
528
| – | – | ﹤0.01% | 450 |
|
2024
Q4 | $29K | Hold |
528
| – | – | 0.01% | 414 |
|
2024
Q3 | $27K | Hold |
528
| – | – | ﹤0.01% | 418 |
|
2024
Q2 | $24K | Hold |
528
| – | – | ﹤0.01% | 488 |
|
2024
Q1 | $24K | Hold |
528
| – | – | ﹤0.01% | 493 |
|
2023
Q4 | $24K | Buy |
+528
| New | +$24K | ﹤0.01% | 512 |
|
2020
Q2 | – | Sell |
-1,329
| Closed | -$36K | – | 815 |
|
2020
Q1 | $36K | Buy |
+1,329
| New | +$36K | 0.01% | 314 |
|