Cranbrook Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,056
| Closed | -$90K | – | 250 |
|
|
2018
Q4 | $90K | Hold |
2,056
| – | – | 0.03% | 105 |
|
|
2018
Q3 | $111K | Hold |
2,056
| – | – | 0.04% | 92 |
|
|
2018
Q2 | $110K | Hold |
2,056
| – | – | 0.04% | 86 |
|
|
2018
Q1 | $113K | Hold |
2,056
| – | – | 0.04% | 87 |
|
|
2017
Q4 | $113K | Hold |
2,056
| – | – | 0.04% | 85 |
|
|
2017
Q3 | $105K | Hold |
2,056
| – | – | 0.04% | 86 |
|
|
2017
Q2 | $101K | Buy |
+2,056
| New | +$101K | 0.04% | 86 |
|