Integrated Wealth Concepts’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $291K | Buy |
|
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|
2024
Q2 | $264K | Sell |
|
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|
2024
Q1 | $276K | Sell |
|
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $225K | Sell |
|
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $322K | Hold |
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|
2021
Q3 | $318K | Hold |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $248K | Buy |
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