AAMA
Advanced Asset Management Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,920
| Closed | -$304K | – | 110 |
|
|
2018
Q4 | $304K | Buy |
+6,920
| New | +$304K | 0.1% | 110 |
|
|
2018
Q3 | – | Sell |
-6,831
| Closed | -$366K | – | 108 |
|
|
2018
Q2 | $366K | Buy |
6,831
+640
| +10% | +$34.3K | 0.12% | 113 |
|
|
2018
Q1 | $340K | Buy |
6,191
+569
| +10% | +$31.2K | 0.11% | 110 |
|
|
2017
Q4 | $309K | Buy |
+5,622
| New | +$309K | 0.1% | 115 |
|