Laurel Wealth Advisors (North Carolina)’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 | $75K | Buy |
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|
2025
Q1 | $6.28K | Hold |
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|
2024
Q4 | $6.54K | Hold |
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|
2024
Q3 | $5.86K | Hold |
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|
2024
Q2 | $5.35K | Hold |
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|
2024
Q1 | $5.37K | Hold |
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|
2023
Q4 | $4.92K | Hold |
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|
2023
Q3 | $4.01K | Hold |
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|
2023
Q2 | $4.11K | Hold |
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|
2023
Q1 | $4.2K | Hold |
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|
2022
Q4 | $5.16K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $7K | Sell |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $38K | Sell |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $36K | Buy |
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|
2020
Q1 | $10K | Buy |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $7K | Buy |
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