AWMS
Advocacy Wealth Management Services’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
38,543
-7,988
| -17% | -$572K | 0.17% | 42 |
|
|
2025
Q1 | $2.92M | Buy |
46,531
+40,157
| +630% | +$2.52M | 0.2% | 42 |
|
|
2024
Q4 | $417K | Buy |
+6,374
| New | +$417K | 0.03% | 46 |
|
|
2022
Q3 | – | Sell |
-468
| Closed | -$24K | – | 142 |
|
|
2022
Q2 | $24K | Sell |
468
-881
| -65% | -$45.2K | ﹤0.01% | 75 |
|
|
2022
Q1 | $85K | Sell |
1,349
-292,489
| -100% | -$18.4M | 0.01% | 40 |
|
|
2021
Q4 | $19.9M | Buy |
293,838
+11,816
| +4% | +$802K | 3.33% | 7 |
|
|
2021
Q3 | $18.9M | Buy |
282,022
+11,166
| +4% | +$749K | 3.41% | 7 |
|
|
2021
Q2 | $17.4M | Sell |
270,856
-2,529
| -0.9% | -$163K | 3.23% | 7 |
|
|
2021
Q1 | $17.1M | Sell |
273,385
-41,996
| -13% | -$2.62M | 3.41% | 6 |
|
|
2020
Q4 | $15.9M | Sell |
315,381
-26,467
| -8% | -$1.33M | 2.38% | 8 |
|
|
2020
Q3 | $12.9M | Buy |
341,848
+219,860
| +180% | +$8.28M | 2.07% | 9 |
|
|
2020
Q2 | $4.66M | Buy |
+121,988
| New | +$4.66M | 0.94% | 16 |
|
|
2016
Q1 | – | Sell |
-375
| Closed | -$14K | – | 539 |
|
|
2015
Q4 | $14K | Buy |
+375
| New | +$14K | 0.02% | 309 |
|