Corient Private Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,074
| Closed | -$201K | – | 2363 |
|
|
2024
Q4 | $201K | Sell |
3,074
-4,763
| -61% | -$311K | ﹤0.01% | 2118 |
|
|
2024
Q3 | $459K | Buy |
+7,837
| New | +$459K | ﹤0.01% | 1762 |
|
|
2023
Q1 | – | Sell |
-6,673
| Closed | -$344K | – | 2016 |
|
|
2022
Q4 | $344K | Buy |
+6,673
| New | +$344K | ﹤0.01% | 1279 |
|