Addison Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Sell |
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2025
Q1 | $107K | Sell |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $881K | Buy |
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|
2023
Q2 | $778K | Buy |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.29M | Buy |
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|
2020
Q4 | $898K | Buy |
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