BDO Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $60.8K | Sell |
1,481
-15
| -1% | -$616 | 0.01% | 404 |
|
|
2023
Q1 | $62.8K | Sell |
1,496
-175
| -10% | -$7.35K | 0.01% | 381 |
|
|
2022
Q4 | $86.3K | Hold |
1,671
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $82K | Hold |
1,671
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $86K | Hold |
1,671
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $107K | Sell |
1,671
-30
| -2% | -$1.92K | 0.01% | 330 |
|
|
2021
Q4 | $115K | Sell |
1,701
-506
| -23% | -$34.2K | 0.01% | 339 |
|
|
2021
Q3 | $148K | Sell |
2,207
-2
| -0.1% | -$134 | 0.02% | 317 |
|
|
2021
Q2 | $142K | Sell |
2,209
-2,400
| -52% | -$154K | 0.02% | 337 |
|
|
2021
Q1 | $285K | Buy |
+4,609
| New | +$285K | 0.03% | 237 |
|