Great Valley Advisor Group’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 |
-4,435
| Closed | -$283K | – | 699 |
|
|
2022
Q1 | $283K | Buy |
4,435
+1
| +0% | +$64 | 0.02% | 494 |
|
|
2021
Q4 | $301K | Hold |
4,434
| – | – | 0.02% | 489 |
|
|
2021
Q3 | $298K | Sell |
4,434
-11,582
| -72% | -$778K | 0.02% | 466 |
|
|
2021
Q2 | $1.03M | Buy |
16,016
+140
| +0.9% | +$9.02K | 0.08% | 238 |
|
|
2021
Q1 | $983K | Buy |
+15,876
| New | +$983K | 0.09% | 202 |
|