Lake Street Private Wealth’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
2022
Q4
Sell
-4,487
Closed -$220K 290
2022
Q3
$220K Sell
4,487
-3,845
-46% -$189K 0.05% 246
2022
Q2
$431K Sell
8,332
-1,572
-16% -$81.3K 0.09% 181
2022
Q1
$631K Sell
9,904
-973
-9% -$62K 0.11% 164
2021
Q4
$738K Buy
+10,877
New +$738K 0.13% 157