River Wealth Advisors’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | $230K | Buy |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $151K | Buy |
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|
2018
Q3 | $172K | Buy |
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