Heck Capital Advisors’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 |
-26
| Closed | -$1.66K | – | 153 |
|
|
2022
Q1 | $1.66K | Sell |
26
-18,892
| -100% | -$1.2M | ﹤0.01% | 129 |
|
|
2021
Q4 | $1.28M | Buy |
18,918
+1,648
| +10% | +$112K | 0.23% | 56 |
|
|
2021
Q3 | $1.16M | Buy |
17,270
+246
| +1% | +$16.5K | 0.23% | 57 |
|
|
2021
Q2 | $1.1M | Buy |
17,024
+1,230
| +8% | +$79.2K | 0.22% | 59 |
|
|
2021
Q1 | $977K | Buy |
+15,794
| New | +$977K | 0.22% | 58 |
|