Avior Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-164
| Closed | -$10.7K | – | 1591 |
|
|
2024
Q4 | $10.7K | Buy |
164
+69
| +73% | +$4.51K | ﹤0.01% | 1595 |
|
|
2024
Q3 | $5.57K | Sell |
95
-174
| -65% | -$10.2K | ﹤0.01% | 1736 |
|
|
2024
Q2 | $14.4K | Sell |
269
-95
| -26% | -$5.1K | ﹤0.01% | 1416 |
|
|
2024
Q1 | $19.6K | Hold |
364
| – | – | ﹤0.01% | 1611 |
|
|
2023
Q4 | $17.9K | Buy |
364
+4
| +1% | +$197 | ﹤0.01% | 899 |
|
|
2023
Q3 | $14.5K | Hold |
360
| – | – | ﹤0.01% | 982 |
|
|
2023
Q2 | $14.8K | Sell |
360
-486
| -57% | -$20K | ﹤0.01% | 970 |
|
|
2023
Q1 | $35.5K | Buy |
846
+660
| +355% | +$27.7K | ﹤0.01% | 849 |
|
|
2022
Q4 | $9.65K | Buy |
186
+101
| +119% | +$5.24K | ﹤0.01% | 859 |
|
|
2022
Q3 | $4K | Buy |
85
+1
| +1% | +$47 | ﹤0.01% | 960 |
|
|
2022
Q2 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 884 |
|