Phocas Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,360
| Closed | -$77.5K | – | 253 |
|
|
2022
Q4 | $77.5K | Buy |
+1,360
| New | +$77.5K | 0.01% | 218 |
|
|
2020
Q1 | – | Hold |
0
| – | -$283K | – | 198 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 184 |
|
|
2019
Q3 | – | Hold |
0
| – | -$265K | – | 254 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 181 |
|
|
2019
Q1 | – | Hold |
0
| – | -$236K | – | 262 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 196 |
|