Jones Financial Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
5,256
+1,201
| +30% | +$85.4K | ﹤0.01% | 1395 |
|
|
2025
Q1 | $251K | Buy |
4,055
+1,179
| +41% | +$73K | ﹤0.01% | 1401 |
|
|
2024
Q4 | $188K | Buy |
2,876
+1,695
| +144% | +$111K | ﹤0.01% | 1384 |
|
|
2024
Q3 | $68.8K | Buy |
+1,181
| New | +$68.8K | ﹤0.01% | 1523 |
|
|
2022
Q2 | – | Sell |
-624
| Closed | -$40K | – | 791 |
|
|
2022
Q1 | $40K | Buy |
+624
| New | +$40K | ﹤0.01% | 369 |
|