Cambridge Investment Research Advisors’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,584
| Closed | -$201K | – | 3701 |
|
|
2025
Q1 | $201K | Buy |
3,584
+1
| +0% | +$56 | ﹤0.01% | 3206 |
|
|
2024
Q4 | $214K | Hold |
3,583
| – | – | ﹤0.01% | 3140 |
|
|
2024
Q3 | $203K | Buy |
+3,583
| New | +$203K | ﹤0.01% | 3141 |
|
|
2024
Q1 | – | Sell |
-3,668
| Closed | -$201K | – | 3366 |
|
|
2023
Q4 | $201K | Buy |
+3,668
| New | +$201K | ﹤0.01% | 2898 |
|
|
2023
Q2 | – | Sell |
-14,904
| Closed | -$688K | – | 3243 |
|
|
2023
Q1 | $688K | Buy |
+14,904
| New | +$688K | ﹤0.01% | 1849 |
|