Brewin Dolphin Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $55.7K | Hold |
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|
2021
Q2 | $53.5K | Hold |
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2021
Q1 | $51.4K | Hold |
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|
2020
Q4 | $41.8K | Sell |
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|
2020
Q3 | $61.1K | Hold |
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|
2020
Q2 | $62.3K | Sell |
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|
2020
Q1 | $151K | Hold |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $189K | Sell |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | $177K | Hold |
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|
2018
Q4 | $162K | Hold |
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|
2018
Q3 | $199K | Sell |
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|
2018
Q2 | $257K | Sell |
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|
2018
Q1 | $271K | Buy |
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|
2017
Q4 | $264K | Hold |
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|
2017
Q3 | $246K | Buy |
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