Larson Financial Group’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 | $716 | Hold |
10
| – | – | ﹤0.01% | 2731 |
|
2025
Q1 | $628 | Hold |
10
| – | – | ﹤0.01% | 2496 |
|
2024
Q4 | $654 | Hold |
10
| – | – | ﹤0.01% | 2125 |
|
2024
Q3 | $586 | Hold |
10
| – | – | ﹤0.01% | 2076 |
|
2024
Q2 | $535 | Sell |
10
-8
| -44% | -$428 | ﹤0.01% | 1816 |
|
2024
Q1 | $966 | Buy |
18
+8
| +80% | +$429 | ﹤0.01% | 1452 |
|
2023
Q4 | $492 | Buy |
+10
| New | +$492 | ﹤0.01% | 1575 |
|