Avantax Advisory Services’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $230K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $201K | Buy |
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