Family Management’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Hold |
10,817
| – | – | 0.12% | 100 |
|
|
2025
Q1 | $679K | Hold |
10,817
| – | – | 0.11% | 100 |
|
|
2024
Q4 | $707K | Hold |
10,817
| – | – | 0.11% | 93 |
|
|
2024
Q3 | $634K | Hold |
10,817
| – | – | 0.1% | 97 |
|
|
2024
Q2 | $579K | Hold |
10,817
| – | – | 0.1% | 92 |
|
|
2024
Q1 | $580K | Hold |
10,817
| – | – | 0.11% | 89 |
|
|
2023
Q4 | $532K | Buy |
+10,817
| New | +$532K | 0.11% | 86 |
|