KWM
Keebeck Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,750
| Closed | -$230K | – | 276 |
|
|
2023
Q3 | $230K | Hold |
5,750
| – | – | 0.04% | 235 |
|
|
2023
Q2 | $236K | Hold |
5,750
| – | – | 0.03% | 241 |
|
|
2023
Q1 | $241K | Buy |
+5,750
| New | +$241K | 0.04% | 227 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$38K | – | 278 |
|
|
2020
Q2 | $38K | Buy |
+1,000
| New | +$38K | 0.01% | 242 |
|