Northern Capital Management (Wisconsin)’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3.01M | Buy |
67,220
+18,660
| +38% | +$836K | 0.81% | 56 |
|
|
2018
Q3 | $2.71M | Sell |
48,560
-1,070
| -2% | -$59.7K | 0.62% | 69 |
|
|
2018
Q2 | $2.88M | Buy |
49,630
+6,930
| +16% | +$402K | 0.7% | 60 |
|
|
2018
Q1 | $2.42M | Buy |
42,700
+3,210
| +8% | +$182K | 0.62% | 63 |
|
|
2017
Q4 | $2.21M | Buy |
39,490
+13,030
| +49% | +$730K | 0.57% | 70 |
|
|
2017
Q3 | $1.46M | Buy |
+26,460
| New | +$1.46M | 0.45% | 86 |
|