Dumont & Blake Investment 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
Q3 | $905K | Sell |
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|
2025
Q2 | $845K | Sell |
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2025
Q1 | $746K | Buy |
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|
2024
Q4 | $776K | Sell |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $498K | Buy |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $617K | Sell |
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|
2022
Q2 | $659K | Sell |
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|
2022
Q1 | $821K | Buy |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q3 | $325K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $282K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $477K | Buy |
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|
2015
Q4 | $529K | Buy |
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