FRG Family Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $180K | Sell |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $347K | Hold |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $411K | Hold |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $711K | Hold |
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|
2021
Q4 | $757K | Buy |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $533K | Sell |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $1.34M | Sell |
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|
2019
Q4 | $3.08M | Sell |
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|
2019
Q3 | $4M | Sell |
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|
2019
Q2 | $4.68M | Sell |
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|
2019
Q1 | $4.72M | Buy |
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|
2018
Q4 | $4.06M | Sell |
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|
2018
Q3 | $6.06M | Buy |
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|
2018
Q2 | $4.49M | Buy |
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|
2018
Q1 | $2.2M | Buy |
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