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BSW Wealth Partners’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

BSW Wealth Partners’s Portfolio KBWR Stock Details KBWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,297
Closed -$235K – 312
2023
Q4 		$235K Buy
+4,297
New +$235K 0.05% 239