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Bordeaux Wealth Advisors’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Bordeaux Wealth Advisors’s Portfolio KBWR Stock Details KBWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,235
Closed -$232K – 120
2023
Q4 		$232K Buy
+4,235
New +$232K 0.08% 97