Logan Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2K | Hold |
17
| – | – | ﹤0.01% | 415 |
|
|
2025
Q1 | $1.05K | Hold |
17
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $1.08K | Hold |
17
| – | – | ﹤0.01% | 480 |
|
|
2024
Q3 | $967 | Buy |
17
+1
| +6% | +$57 | ﹤0.01% | 459 |
|
|
2024
Q2 | $877 | Hold |
16
| – | – | ﹤0.01% | 448 |
|
|
2024
Q1 | $873 | Hold |
16
| – | – | ﹤0.01% | 450 |
|
|
2023
Q4 | $793 | Buy |
+16
| New | +$793 | ﹤0.01% | 480 |
|