Cerity Partners
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Cerity Partners’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Cerity Partners’s Portfolio KBWR Stock Details KBWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,800
Closed -$217K – 1874
2022
Q4 		$217K Buy
+3,800
New +$217K ﹤0.01% 1302