WA
KBE icon

Waverly Advisors’s SPDR S&P Bank ETF KBE Stock Holding History

Waverly Advisors’s Portfolio KBE Stock Details KBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,232
Closed -$277K – 1006
2024
Q3 		$277K Buy
5,232
+811
+18% +$42.9K 0.01% 700
2024
Q2 		$205K Sell
4,421
-5,245
-54% -$243K ﹤0.01% 762
2024
Q1 		$455K Buy
+9,666
New +$455K 0.01% 501