Delos Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.24M | Sell |
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2025
Q1 | $2.14M | Buy |
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2024
Q4 | $2.21M | Buy |
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2024
Q3 | $1.78M | Buy |
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2024
Q2 | $1.48M | Buy |
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2024
Q1 | $1.26M | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $2.2M | Sell |
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2021
Q4 | $3.1M | Buy |
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2021
Q3 | $3.01M | Buy |
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2021
Q2 | $1.99M | Buy |
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