AO
Advisor OS’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,234
| Closed | -$1.03M | – | 225 |
|
|
2021
Q4 | $1.03M | Buy |
15,234
+4,581
| +43% | +$311K | 0.21% | 106 |
|
|
2021
Q3 | $715K | Sell |
10,653
-184
| -2% | -$12.4K | 0.16% | 122 |
|
|
2021
Q2 | $698K | Sell |
10,837
-56,430
| -84% | -$3.63M | 0.14% | 113 |
|
|
2021
Q1 | $4.16M | Buy |
+67,267
| New | +$4.16M | 0.94% | 21 |
|