HM Payson & Co’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $72.6K | Hold |
1,156
| – | – | ﹤0.01% | 581 |
|
|
2024
Q4 | $75.5K | Hold |
1,156
| – | – | ﹤0.01% | 575 |
|
|
2024
Q3 | $67.8K | Buy |
+1,156
| New | +$67.8K | ﹤0.01% | 580 |
|
|
2024
Q1 | – | Sell |
-77
| Closed | -$3.79K | – | 983 |
|
|
2023
Q4 | $3.79K | Buy |
+77
| New | +$3.79K | ﹤0.01% | 882 |
|