Family Management’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Hold |
8,342
| – | – | 0.07% | 122 |
|
|
2025
Q1 | $468K | Hold |
8,342
| – | – | 0.08% | 113 |
|
|
2024
Q4 | $499K | Hold |
8,342
| – | – | 0.08% | 110 |
|
|
2024
Q3 | $473K | Hold |
8,342
| – | – | 0.08% | 114 |
|
|
2024
Q2 | $410K | Hold |
8,342
| – | – | 0.07% | 109 |
|
|
2024
Q1 | $425K | Hold |
8,342
| – | – | 0.08% | 109 |
|
|
2023
Q4 | $456K | Buy |
+8,342
| New | +$456K | 0.09% | 93 |
|