Clearview Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,992
| Closed | -$81.8K | – | 383 |
|
|
2023
Q2 | $81.8K | Buy |
1,992
+12
| +0.6% | +$492 | 0.08% | 159 |
|
|
2023
Q1 | $83.1K | Buy |
1,980
+11
| +0.6% | +$462 | 0.08% | 161 |
|
|
2022
Q4 | $102K | Buy |
1,969
+7
| +0.4% | +$362 | 0.08% | 118 |
|
|
2022
Q3 | $96K | Buy |
1,962
+7
| +0.4% | +$343 | 0.08% | 118 |
|
|
2022
Q2 | $101K | Sell |
1,955
-172
| -8% | -$8.89K | 0.08% | 123 |
|
|
2022
Q1 | $136K | Buy |
2,127
+4
| +0.2% | +$256 | 0.09% | 107 |
|
|
2021
Q4 | $144K | Sell |
2,123
-255
| -11% | -$17.3K | 0.09% | 125 |
|
|
2021
Q3 | $160K | Sell |
2,378
-31
| -1% | -$2.09K | 0.1% | 127 |
|
|
2021
Q2 | $155K | Buy |
2,409
+4
| +0.2% | +$257 | 0.1% | 127 |
|
|
2021
Q1 | $149K | Sell |
2,405
-3,111
| -56% | -$193K | 0.1% | 129 |
|
|
2020
Q4 | $278K | Buy |
+5,516
| New | +$278K | 0.19% | 93 |
|