Caldwell Trust’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-450
|
|
||||
|
2023
Q2 | $18.5K | Hold |
450
|
|
||||
|
2023
Q1 | $18.9K | Hold |
450
|
|
||||
|
2022
Q4 | $23.2K | Hold |
450
|
|
||||
|
2022
Q3 | $22.1K | Hold |
450
|
|
||||
|
2022
Q2 | $23.3K | Hold |
450
|
|
||||
|
2022
Q1 | $28.7K | Hold |
450
|
|
||||
|
2021
Q4 | $30.5K | Hold |
450
|
|
||||
|
2021
Q3 | $30.2K | Hold |
450
|
|
||||
|
2021
Q2 | $29K | Hold |
450
|
|
||||
|
2021
Q1 | $27.9K | Buy |
+450
|
|