Wealth Enhancement Advisory Services’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
$385K Buy
6,551
+6
+0.1% +$353 ﹤0.01% 2410
2025
Q1
$347K Buy
6,545
+902
+16% +$47.8K ﹤0.01% 2312
2024
Q4
$313K Sell
5,643
-325
-5% -$18K ﹤0.01% 2328
2024
Q3
$316K Buy
5,968
+769
+15% +$40.7K ﹤0.01% 2122
2024
Q2
$241K Buy
5,199
+87
+2% +$4.04K ﹤0.01% 2141
2024
Q1
$241K Sell
5,112
-21,900
-81% -$1.03M ﹤0.01% 2066
2023
Q4
$1.24M Buy
+27,012
New +$1.24M ﹤0.01% 1076