Cahill Financial Advisors’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-8,993
Closed -$502K 150
2018
Q3
$502K Sell
8,993
-223
-2% -$12.4K 0.22% 97
2018
Q2
$534K Buy
9,216
+766
+9% +$44.4K 0.25% 94
2018
Q1
$480K Buy
+8,450
New +$480K 0.23% 101