Atria Wealth Solutions’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,921
| Closed | -$623K | – | 1710 |
|
|
2025
Q1 | $623K | Sell |
9,921
-340
| -3% | -$21.3K | 0.01% | 1087 |
|
|
2024
Q4 | $671K | Buy |
10,261
+4
| +0% | +$261 | 0.01% | 1097 |
|
|
2024
Q3 | $601K | Sell |
10,257
-1,320
| -11% | -$77.4K | 0.01% | 1139 |
|
|
2024
Q2 | $619K | Sell |
11,577
-245
| -2% | -$13.1K | 0.01% | 1119 |
|
|
2024
Q1 | $634K | Buy |
11,822
+6
| +0.1% | +$322 | 0.01% | 1132 |
|
|
2023
Q4 | $581K | Sell |
11,816
-37,359
| -76% | -$1.84M | 0.01% | 1125 |
|
|
2023
Q3 | $1.97M | Buy |
49,175
+1,303
| +3% | +$52.2K | 0.03% | 566 |
|
|
2023
Q2 | $1.97M | Buy |
47,872
+25,540
| +114% | +$1.05M | 0.03% | 572 |
|
|
2023
Q1 | $937K | Buy |
22,332
+13,824
| +162% | +$580K | 0.01% | 825 |
|
|
2022
Q4 | $439K | Sell |
8,508
-20,425
| -71% | -$1.05M | 0.01% | 1142 |
|
|
2022
Q3 | $1.42M | Sell |
28,933
-2,637
| -8% | -$130K | 0.02% | 598 |
|
|
2022
Q2 | $1.63M | Sell |
31,570
-1,179
| -4% | -$61K | 0.03% | 488 |
|
|
2022
Q1 | $2.09M | Buy |
+32,749
| New | +$2.09M | 0.03% | 470 |
|