MTWM
Masso Torrence Wealth 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 | $1.94M | Sell |
27,103
-970
| -3% | -$69.5K | 0.9% | 26 |
|
|
2025
Q1 | $1.76M | Buy |
+28,073
| New | +$1.76M | 0.94% | 26 |
|
|
2023
Q2 | – | Sell |
-40,849
| Closed | -$1.71M | – | 89 |
|
|
2023
Q1 | $1.71M | Sell |
40,849
-10,510
| -20% | -$441K | 1.36% | 24 |
|
|
2022
Q4 | $2.65M | Buy |
+51,359
| New | +$2.65M | 2.11% | 15 |
|