Advisornet Financial’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
13,339
-173
| -1% | -$12.4K | 0.06% | 254 |
|
|
2025
Q1 | $848K | Buy |
+13,512
| New | +$848K | 0.06% | 254 |
|
|
2022
Q4 | – | Sell |
-921
| Closed | -$45K | – | 2434 |
|
|
2022
Q3 | $45K | Buy |
921
+14
| +2% | +$684 | ﹤0.01% | 868 |
|
|
2022
Q2 | $47K | Buy |
907
+5
| +0.6% | +$259 | ﹤0.01% | 876 |
|
|
2022
Q1 | $57K | Buy |
902
+6
| +0.7% | +$379 | ﹤0.01% | 915 |
|
|
2021
Q4 | $61K | Buy |
896
+5
| +0.6% | +$340 | ﹤0.01% | 938 |
|
|
2021
Q3 | $60K | Buy |
891
+4
| +0.5% | +$269 | ﹤0.01% | 942 |
|
|
2021
Q2 | $57K | Buy |
887
+5
| +0.6% | +$321 | ﹤0.01% | 940 |
|
|
2021
Q1 | $55K | Buy |
882
+5
| +0.6% | +$312 | ﹤0.01% | 904 |
|
|
2020
Q4 | $44K | Buy |
877
+7
| +0.8% | +$351 | ﹤0.01% | 897 |
|
|
2020
Q3 | $33K | Buy |
870
+8
| +0.9% | +$303 | ﹤0.01% | 948 |
|
|
2020
Q2 | $33K | Buy |
862
+9
| +1% | +$345 | ﹤0.01% | 958 |
|
|
2020
Q1 | $29K | Buy |
853
+7
| +0.8% | +$238 | ﹤0.01% | 953 |
|
|
2019
Q4 | $49K | Buy |
846
+6
| +0.7% | +$348 | ﹤0.01% | 904 |
|
|
2019
Q3 | $43K | Buy |
840
+5
| +0.6% | +$256 | ﹤0.01% | 954 |
|
|
2019
Q2 | $42K | Buy |
835
+4
| +0.5% | +$201 | ﹤0.01% | 851 |
|
|
2019
Q1 | $40K | Buy |
831
+7
| +0.8% | +$337 | ﹤0.01% | 793 |
|
|
2018
Q4 | $36K | Buy |
824
+5
| +0.6% | +$218 | 0.01% | 763 |
|
|
2018
Q3 | $44K | Buy |
819
+4
| +0.5% | +$215 | 0.01% | 762 |
|
|
2018
Q2 | $44K | Buy |
815
+3
| +0.4% | +$162 | 0.01% | 739 |
|
|
2018
Q1 | $45K | Buy |
812
+4
| +0.5% | +$222 | 0.01% | 722 |
|
|
2017
Q4 | $44K | Buy |
+808
| New | +$44K | 0.01% | 684 |
|