Key Financial Inc’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 | $10.1K | Buy |
141
+122
| +642% | +$8.74K | ﹤0.01% | 861 |
|
|
2025
Q1 | $1.19K | Hold |
19
| – | – | ﹤0.01% | 1204 |
|
|
2024
Q4 | $1.24K | Hold |
19
| – | – | ﹤0.01% | 1206 |
|
|
2024
Q3 | $1.11K | Hold |
19
| – | – | ﹤0.01% | 1176 |
|
|
2024
Q2 | $1.02K | Hold |
19
| – | – | ﹤0.01% | 1181 |
|
|
2024
Q1 | $1.02K | Hold |
19
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q4 | $935 | Hold |
19
| – | – | ﹤0.01% | 1188 |
|
|
2023
Q3 | $761 | Buy |
+19
| New | +$761 | ﹤0.01% | 1220 |
|
|
2023
Q2 | – | Sell |
-61
| Closed | -$2.56K | – | 1386 |
|
|
2023
Q1 | $2.56K | Hold |
61
| – | – | ﹤0.01% | 921 |
|
|
2022
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 885 |
|
|
2022
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 893 |
|
|
2022
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 890 |
|
|
2022
Q1 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 830 |
|