Kovitz Investment Group Partners’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-45,940
| Closed | -$2.48M | – | 372 |
|
|
2019
Q4 | $2.48M | Sell |
45,940
-105
| -0.2% | -$5.67K | 0.07% | 176 |
|
|
2019
Q3 | $2.29M | Sell |
46,045
-4,265
| -8% | -$212K | 0.07% | 183 |
|
|
2019
Q2 | $2.53M | Sell |
50,310
-21,875
| -30% | -$1.1M | 0.08% | 171 |
|
|
2019
Q1 | $3.52M | Buy |
+72,185
| New | +$3.52M | 0.11% | 140 |
|