Global Retirement Partners’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 | $816K | Buy |
+11,391
| New | +$816K | 0.02% | 559 |
|
|
2024
Q4 | $773K | Sell |
11,823
-26
| -0.2% | -$1.7K | 0.02% | 505 |
|
|
2024
Q3 | $694K | Sell |
11,849
-1,086
| -8% | -$63.7K | 0.02% | 539 |
|
|
2024
Q2 | $692K | Sell |
12,935
-460
| -3% | -$24.6K | 0.02% | 519 |
|
|
2024
Q1 | $719K | Buy |
13,395
+33
| +0.2% | +$1.77K | 0.03% | 438 |
|
|
2023
Q4 | $636K | Buy |
13,362
+13,162
| +6,581% | +$627K | 0.03% | 434 |
|
|
2023
Q3 | $7.68K | Hold |
200
| – | – | ﹤0.01% | 2058 |
|
|
2023
Q2 | $8.21K | Hold |
200
| – | – | ﹤0.01% | 2034 |
|
|
2023
Q1 | $7.69K | Buy |
+200
| New | +$7.69K | ﹤0.01% | 2012 |
|