Cary Street Partners Investment Advisory’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$114K Hold
2023
Q2
$113K Sell
2023
Q1
$150K Buy
2022
Q4
$174K Buy