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AllSquare Wealth Management’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

AllSquare Wealth Management’s Portfolio KBWR Stock Details KBWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-175
Closed -$10K – 471
2018
Q3 		$10K Hold
175
– – 0.01% 343
2018
Q2 		$10K Hold
175
– – 0.01% 340
2018
Q1 		$10K Sell
175
-175
-50% -$10K 0.01% 278
2017
Q4 		$20K Buy
+350
New +$20K 0.02% 230