Octavia Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $206K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $6.03M | Sell |
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|
2022
Q2 | $8.62M | Buy |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $9.25M | Buy |
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|
2021
Q2 | $7.94M | Buy |
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|
2021
Q1 | $5.8M | Buy |
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