Beacon Financial Advisory’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Sell |
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|
2025
Q2 | $993K | Sell |
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|
2025
Q1 | $889K | Sell |
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|
2024
Q4 | $940K | Sell |
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|
2024
Q3 | $844K | Buy |
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|
2024
Q2 | $770K | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $520K | Sell |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $422K | Buy |
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