EWP
Elevation Wealth Partners’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20
| Closed | -$1.13K | – | 519 |
|
|
2024
Q3 | $1.13K | Hold |
20
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $983 | Hold |
20
| – | – | ﹤0.01% | 465 |
|
|
2024
Q1 | $1.02K | Sell |
20
-60
| -75% | -$3.06K | ﹤0.01% | 432 |
|
|
2023
Q4 | $3.51K | Buy |
+80
| New | +$3.51K | ﹤0.01% | 384 |
|