Accredited Investors’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
7,492
-903
| -11% | -$52.2K | 0.03% | 147 |
|
|
2025
Q1 | $471K | Hold |
8,395
| – | – | 0.03% | 131 |
|
|
2024
Q4 | $502K | Hold |
8,395
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $476K | Sell |
8,395
-1,339
| -14% | -$75.9K | 0.03% | 133 |
|
|
2024
Q2 | $478K | Sell |
9,734
-2,138
| -18% | -$105K | 0.03% | 125 |
|
|
2024
Q1 | $605K | Hold |
11,872
| – | – | 0.04% | 112 |
|
|
2023
Q4 | $649K | Hold |
11,872
| – | – | 0.05% | 107 |
|
|
2023
Q3 | $520K | Hold |
11,872
| – | – | 0.04% | 109 |
|
|
2023
Q2 | $515K | Buy |
+11,872
| New | +$515K | 0.04% | 114 |
|