L.J. Altfest & Co’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 | $12.1M | Buy |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $2.78M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.73M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $416K | Sell |
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|
2021
Q4 | $11.6M | Sell |
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|
2021
Q3 | $21.2M | Buy |
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|
2021
Q2 | $18M | Buy |
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|
2021
Q1 | $14.1M | Sell |
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|
2020
Q4 | $15.2M | Buy |
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|
2020
Q3 | $8.95M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $699K | Sell |
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|
2018
Q1 | $1.31M | Buy |
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|
2017
Q4 | $1.29M | Buy |
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|
2017
Q3 | $687K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.25M | Buy |
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