RIA
Realta Investment Advisors’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-805
| Closed | -$39.6K | – | 579 |
|
|
2024
Q2 | $39.6K | Hold |
805
| – | – | 0.01% | 554 |
|
|
2024
Q1 | $41K | Buy |
+805
| New | +$41K | 0.01% | 578 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$21.7K | – | 642 |
|
|
2023
Q3 | $21.7K | Hold |
500
| – | – | 0.01% | 607 |
|
|
2023
Q2 | $21.7K | Buy |
+500
| New | +$21.7K | ﹤0.01% | 645 |
|