WP Advisors’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 | $276K | Buy |
4,943
+33
| +0.7% | +$1.84K | 0.08% | 98 |
|
|
2025
Q1 | $260K | Buy |
4,910
+34
| +0.7% | +$1.8K | 0.09% | 98 |
|
|
2024
Q4 | $270K | Buy |
4,876
+29
| +0.6% | +$1.61K | 0.09% | 90 |
|
|
2024
Q3 | $256K | Sell |
4,847
-4,520
| -48% | -$239K | 0.09% | 87 |
|
|
2024
Q2 | $435K | Sell |
9,367
-997
| -10% | -$46.3K | 0.14% | 81 |
|
|
2024
Q1 | $488K | Sell |
10,364
-519
| -5% | -$24.4K | 0.16% | 78 |
|
|
2023
Q4 | $501K | Buy |
10,883
+81
| +0.7% | +$3.73K | 0.19% | 70 |
|
|
2023
Q3 | $398K | Buy |
10,802
+107
| +1% | +$3.94K | 0.16% | 74 |
|
|
2023
Q2 | $385K | Buy |
10,695
+1,043
| +11% | +$37.5K | 0.15% | 76 |
|
|
2023
Q1 | $358K | Sell |
9,652
-2,699
| -22% | -$100K | 0.15% | 79 |
|
|
2022
Q4 | $558K | Buy |
12,351
+115
| +0.9% | +$5.19K | 0.25% | 63 |
|
|
2022
Q3 | $542K | Buy |
12,236
+80
| +0.7% | +$3.54K | 0.25% | 66 |
|
|
2022
Q2 | $533K | Buy |
12,156
+77
| +0.6% | +$3.38K | 0.23% | 66 |
|
|
2022
Q1 | $632K | Sell |
12,079
-103
| -0.8% | -$5.39K | 0.26% | 68 |
|
|
2021
Q4 | $665K | Buy |
12,182
+81
| +0.7% | +$4.42K | 0.28% | 65 |
|
|
2021
Q3 | $640K | Sell |
12,101
-595
| -5% | -$31.5K | 0.26% | 63 |
|
|
2021
Q2 | $652K | Buy |
12,696
+58
| +0.5% | +$2.98K | 0.27% | 59 |
|
|
2021
Q1 | $656K | Buy |
+12,638
| New | +$656K | 0.28% | 53 |
|