Realta Investment Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$16.1K | – | 577 |
|
|
2024
Q2 | $16.1K | Hold |
300
| – | – | ﹤0.01% | 642 |
|
|
2024
Q1 | $16.1K | Buy |
+300
| New | +$16.1K | ﹤0.01% | 660 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$8.21K | – | 640 |
|
|
2023
Q3 | $8.21K | Hold |
200
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $8.21K | Buy |
+200
| New | +$8.21K | ﹤0.01% | 733 |
|