Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-750
| Closed | -$36K | – | 737 |
|
|
2019
Q1 | $36K | Sell |
750
-36
| -5% | -$1.73K | ﹤0.01% | 439 |
|
|
2018
Q4 | $35K | Buy |
786
+36
| +5% | +$1.6K | ﹤0.01% | 448 |
|
|
2018
Q3 | $41K | Hold |
750
| – | – | ﹤0.01% | 440 |
|
|
2018
Q2 | $40K | Hold |
750
| – | – | ﹤0.01% | 451 |
|
|
2018
Q1 | $41K | Hold |
750
| – | – | ﹤0.01% | 463 |
|
|
2017
Q4 | $41K | Buy |
+750
| New | +$41K | ﹤0.01% | 457 |
|