GWA
Gratus Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,377
| Closed | -$316K | – | 129 |
|
|
2024
Q3 | $316K | Sell |
5,377
-2,815
| -34% | -$165K | 0.05% | 108 |
|
|
2024
Q2 | $472K | Hold |
8,192
| – | – | 0.08% | 93 |
|
|
2024
Q1 | $412K | Hold |
8,192
| – | – | 0.08% | 97 |
|
|
2023
Q4 | $403K | Buy |
+8,192
| New | +$403K | 0.08% | 97 |
|