FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,600
| Closed | -$235K | – | 200 |
|
|
2023
Q1 | $235K | Hold |
5,600
| – | – | 0.12% | 161 |
|
|
2022
Q4 | $289K | Hold |
5,600
| – | – | 0.16% | 121 |
|
|
2022
Q3 | $275K | Hold |
5,600
| – | – | 0.18% | 101 |
|
|
2022
Q2 | $290K | Hold |
5,600
| – | – | 0.19% | 92 |
|
|
2022
Q1 | $357K | Hold |
5,600
| – | – | 0.28% | 80 |
|
|
2021
Q4 | $380K | Buy |
+5,600
| New | +$380K | 0.24% | 77 |
|