IWP
IAG Wealth Partners’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-240
| Closed | -$12.2K | – | 515 |
|
|
2024
Q1 | $12.2K | Hold |
240
| – | – | ﹤0.01% | 294 |
|
|
2023
Q4 | $13.1K | Hold |
240
| – | – | ﹤0.01% | 276 |
|
|
2023
Q3 | $10.5K | Hold |
240
| – | – | ﹤0.01% | 291 |
|
|
2023
Q2 | $10.4K | Buy |
+240
| New | +$10.4K | ﹤0.01% | 310 |
|
|
2022
Q4 | – | Sell |
-95
| Closed | -$5K | – | 472 |
|
|
2022
Q3 | $5K | Hold |
95
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $5K | Hold |
95
| – | – | ﹤0.01% | 333 |
|
|
2022
Q1 | $6K | Hold |
95
| – | – | ﹤0.01% | 337 |
|
|
2021
Q4 | $6K | Hold |
95
| – | – | ﹤0.01% | 338 |
|
|
2021
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 313 |
|
|
2021
Q2 | $6K | Hold |
95
| – | – | ﹤0.01% | 307 |
|
|
2021
Q1 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 303 |
|