Magnus 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 | $1.46M | Buy |
20,428
+2,650
| +15% | +$190K | 0.13% | 126 |
|
|
2025
Q1 | $1.12M | Buy |
17,778
+2,737
| +18% | +$172K | 0.11% | 146 |
|
|
2024
Q4 | $983K | Buy |
15,041
+2,749
| +22% | +$180K | 0.09% | 152 |
|
|
2024
Q3 | $720K | Buy |
12,292
+7,013
| +133% | +$411K | 0.07% | 173 |
|
|
2024
Q2 | $282K | Buy |
+5,279
| New | +$282K | 0.03% | 261 |
|
|
2021
Q2 | – | Sell |
-6,835
| Closed | -$423K | – | 245 |
|
|
2021
Q1 | $423K | Buy |
6,835
+1,475
| +28% | +$91.3K | 0.1% | 133 |
|
|
2020
Q4 | $270K | Buy |
+5,360
| New | +$270K | 0.03% | 231 |
|