HBW
Hazlett, Burt & Watson’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
26,959
+3,902
| +17% | +$280K | 0.79% | 29 |
|
|
2025
Q1 | $1.45M | Buy |
23,057
+3,444
| +18% | +$217K | 0.65% | 37 |
|
|
2024
Q4 | $1.29M | Buy |
19,613
+3,071
| +19% | +$201K | 0.57% | 40 |
|
|
2024
Q3 | $971K | Buy |
16,542
+2,461
| +17% | +$144K | 0.45% | 51 |
|
|
2024
Q2 | $750K | Buy |
14,081
+1,976
| +16% | +$105K | 0.39% | 58 |
|
|
2024
Q1 | $646K | Buy |
12,105
+1,760
| +17% | +$93.9K | 0.39% | 57 |
|
|
2023
Q4 | $510K | Buy |
+10,345
| New | +$510K | 0.34% | 62 |
|