ProVise Management Group’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
Q2 | $3.08M | Sell |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $3.06M | Sell |
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|
2024
Q3 | $2.84M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $527K | Buy |
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