AWA
ARS Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,706
| Closed | -$274K | – | 104 |
|
|
2019
Q4 | $274K | Sell |
4,706
-1,243
| -21% | -$72.4K | 0.08% | 94 |
|
|
2019
Q3 | $306K | Sell |
5,949
-1,577
| -21% | -$81.1K | 0.1% | 80 |
|
|
2019
Q2 | $380K | Sell |
7,526
-12,815
| -63% | -$647K | 0.12% | 73 |
|
|
2019
Q1 | $980K | Sell |
20,341
-3,835
| -16% | -$185K | 0.31% | 46 |
|
|
2018
Q4 | $1.06M | Sell |
24,176
-6,809
| -22% | -$299K | 0.39% | 37 |
|
|
2018
Q3 | $1.68M | Sell |
30,985
-2,434
| -7% | -$132K | 0.56% | 30 |
|
|
2018
Q2 | $1.79M | Buy |
+33,419
| New | +$1.79M | 0.64% | 27 |
|