Fulcrum Equity 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
2022
Q2
Sell
-3,793
Closed -$242K 93
2022
Q1
$242K Sell
3,793
-834
-18% -$53.2K 0.14% 95
2021
Q4
$314K Sell
4,627
-3
-0.1% -$204 0.12% 128
2021
Q3
$311K Sell
4,630
-9,949
-68% -$668K 0.12% 125
2021
Q2
$939K Buy
+14,579
New +$939K 0.35% 79