Carson Wealth (CWM LLC)’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Sell |
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|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $301K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $228K | Sell |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $300K | Sell |
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|
2018
Q1 | $317K | Buy |
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|
2017
Q4 | $282K | Hold |
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|
2017
Q3 | $262K | Buy |
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|
2017
Q2 | $164K | Buy |
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|
2017
Q1 | $56K | Hold |
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|
2016
Q4 | $56K | Buy |
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|
2016
Q3 | $5K | Buy |
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