Laidlaw Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $975K | Hold |
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|
2024
Q2 | $890K | Sell |
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|
2024
Q1 | $947K | Hold |
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|
2023
Q4 | $868K | Hold |
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|
2023
Q3 | $707K | Hold |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $750K | Sell |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $1.24M | Hold |
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|
2021
Q4 | $1.32M | Hold |
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|
2021
Q3 | $1.3M | Hold |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $978K | Hold |
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|
2020
Q3 | $728K | Hold |
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|
2020
Q2 | $742K | Sell |
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|
2020
Q1 | $665K | Buy |
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