Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,318
| Closed | -$118K | – | 3666 |
|
|
2024
Q1 | $118K | Buy |
2,318
+2,118
| +1,059% | +$108K | ﹤0.01% | 1756 |
|
|
2023
Q4 | $10.9K | Buy |
+200
| New | +$10.9K | ﹤0.01% | 2601 |
|
|
2022
Q3 | – | Sell |
-183
| Closed | -$10K | – | 3255 |
|
|
2022
Q2 | $10K | Sell |
183
-258
| -59% | -$14.1K | ﹤0.01% | 2516 |
|
|
2022
Q1 | $27K | Hold |
441
| – | – | ﹤0.01% | 2181 |
|
|
2021
Q4 | $28K | Hold |
441
| – | – | ﹤0.01% | 2190 |
|
|
2021
Q3 | $27K | Hold |
441
| – | – | ﹤0.01% | 2107 |
|
|
2021
Q2 | $26K | Buy |
+441
| New | +$26K | ﹤0.01% | 2090 |
|