Beacon Pointe Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,019
| Closed | -$215K | – | 1240 |
|
|
2024
Q2 | $215K | Sell |
4,019
-300
| -7% | -$16.1K | ﹤0.01% | 1157 |
|
|
2024
Q1 | $232K | Sell |
4,319
-2,275
| -35% | -$122K | ﹤0.01% | 1189 |
|
|
2023
Q4 | $324K | Sell |
6,594
-5,900
| -47% | -$290K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $501K | Buy |
+12,494
| New | +$501K | 0.01% | 869 |
|