LPL Financial’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $732K | Sell |
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|
2022
Q2 | $721K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $889K | Sell |
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|
2021
Q3 | $901K | Buy |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q4 | $430K | Sell |
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|
2019
Q3 | $448K | Sell |
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|
2019
Q2 | $507K | Sell |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $556K | Sell |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $1.14M | Buy |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $902K | Sell |
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|
2017
Q3 | $901K | Sell |
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|
2017
Q2 | $909K | Buy |
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|
2017
Q1 | $872K | Buy |
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|
2016
Q4 | $786K | Sell |
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|
2016
Q3 | $751K | Buy |
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|
2016
Q2 | $653K | Sell |
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|
2016
Q1 | $2.04M | Sell |
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|
2015
Q4 | $3.33M | Buy |
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|
2015
Q3 | $1.12M | Buy |
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|
2015
Q2 | $969K | Buy |
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|
2015
Q1 | $281K | Buy |
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|
2014
Q4 | $277K | Buy |
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