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 |
|