Financial Advocates Investment 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 | – | Sell |
-30,112
| Closed | -$1.89M | – | 687 |
|
|
2025
Q1 | $1.89M | Sell |
30,112
-2,678
| -8% | -$168K | 0.13% | 176 |
|
|
2024
Q4 | $2.14M | Buy |
+32,790
| New | +$2.14M | 0.12% | 168 |
|
|
2019
Q2 | – | Sell |
-11,439
| Closed | -$551K | – | 473 |
|
|
2019
Q1 | $551K | Sell |
11,439
-682
| -6% | -$32.9K | 0.07% | 252 |
|
|
2018
Q4 | $533K | Sell |
12,121
-897
| -7% | -$39.4K | 0.07% | 238 |
|
|
2018
Q3 | $704K | Sell |
13,018
-27
| -0.2% | -$1.46K | 0.08% | 232 |
|
|
2018
Q2 | $705K | Buy |
13,045
+612
| +5% | +$33.1K | 0.09% | 220 |
|
|
2018
Q1 | $684K | Buy |
+12,433
| New | +$684K | 0.09% | 216 |
|