Advocacy Wealth Management Services’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 | $2.76M | Sell |
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|
2025
Q1 | $2.92M | Buy |
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|
2024
Q4 | $417K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $85K | Sell |
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|
2021
Q4 | $19.9M | Buy |
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|
2021
Q3 | $18.9M | Buy |
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|
2021
Q2 | $17.4M | Sell |
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|
2021
Q1 | $17.1M | Sell |
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|
2020
Q4 | $15.9M | Sell |
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|
2020
Q3 | $12.9M | Buy |
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|
2020
Q2 | $4.66M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $14K | Buy |
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