IFP Advisors’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 |
-796
| Closed | -$40.5K | – | 3283 |
|
|
2024
Q1 | $40.5K | Buy |
796
+375
| +89% | +$19.1K | ﹤0.01% | 1672 |
|
|
2023
Q4 | $23K | Buy |
+421
| New | +$23K | ﹤0.01% | 1849 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$8K | – | 4111 |
|
|
2017
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 3013 |
|
|
2016
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 3012 |
|
|
2016
Q3 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 3042 |
|