EWM
EPG Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$19K | – | 445 |
|
|
2024
Q2 | – | Sell |
-355
| Closed | -$19K | – | 371 |
|
|
2024
Q1 | $19K | Hold |
355
| – | – | ﹤0.01% | 363 |
|
|
2023
Q4 | $16.8K | Hold |
355
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $14.2K | Hold |
355
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $14.6K | Hold |
355
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $14.9K | Sell |
355
-305
| -46% | -$12.8K | ﹤0.01% | 347 |
|
|
2022
Q4 | $34.1K | Hold |
660
| – | – | 0.01% | 279 |
|
|
2022
Q3 | $32K | Buy |
+660
| New | +$32K | 0.01% | 283 |
|
|
2022
Q2 | – | Sell |
-660
| Closed | -$42K | – | 322 |
|
|
2022
Q1 | $42K | Hold |
660
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $45K | Hold |
660
| – | – | 0.02% | 297 |
|
|
2021
Q3 | $44K | Buy |
+660
| New | +$44K | 0.02% | 281 |
|
|
2020
Q2 | – | Sell |
-765
| Closed | -$26K | – | 482 |
|
|
2020
Q1 | $26K | Hold |
765
| – | – | 0.02% | 363 |
|
|
2019
Q4 | $45K | Buy |
+765
| New | +$45K | 0.03% | 248 |
|