WOSD
WFA of San Diego’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
+215
| New | +$12K | 0.01% | 307 |
|
|
2024
Q3 | $11.4K | Hold |
215
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $9.97K | Buy |
+215
| New | +$9.97K | 0.01% | 283 |
|
|
2023
Q3 | $7.92K | Hold |
215
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $7.74K | Buy |
+215
| New | +$7.74K | 0.01% | 291 |
|
|
2023
Q1 | – | Sell |
-215
| Closed | -$9.71K | – | 251 |
|
|
2022
Q4 | $9.71K | Buy |
+215
| New | +$9.71K | 0.01% | 357 |
|
|
2022
Q3 | – | Sell |
-215
| Closed | -$9K | – | 243 |
|
|
2022
Q2 | $9K | Buy |
+215
| New | +$9K | 0.01% | 281 |
|
|
2020
Q3 | – | Sell |
-7,000
| Closed | -$324K | – | 165 |
|
|
2020
Q2 | $324K | Buy |
+7,000
| New | +$324K | 0.08% | 196 |
|