Bulltick Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26,075
| Closed | -$1.09M | – | 131 |
|
|
2023
Q1 | $1.09M | Hold |
26,075
| – | – | 0.28% | 51 |
|
|
2022
Q4 | $1.35M | Hold |
26,075
| – | – | 0.38% | 43 |
|
|
2022
Q3 | $1.28M | Hold |
26,075
| – | – | 0.38% | 44 |
|
|
2022
Q2 | $1.35M | Hold |
26,075
| – | – | 0.36% | 46 |
|
|
2022
Q1 | $1.66M | Hold |
26,075
| – | – | 0.37% | 49 |
|
|
2021
Q4 | $1.77M | Hold |
26,075
| – | – | 0.35% | 45 |
|
|
2021
Q3 | $1.75M | Hold |
26,075
| – | – | 0.4% | 40 |
|
|
2021
Q2 | $1.68M | Buy |
26,075
+12,000
| +85% | +$773K | 0.39% | 39 |
|
|
2021
Q1 | $871K | Hold |
14,075
| – | – | 0.24% | 42 |
|
|
2020
Q4 | $709K | Buy |
+14,075
| New | +$709K | 0.21% | 44 |
|