RWA
River Wealth Advisors’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,641
| Closed | -$207K | – | 210 |
|
|
2022
Q4 | $207K | Buy |
3,641
+5
| +0.1% | +$285 | 0.04% | 200 |
|
|
2022
Q3 | $201K | Sell |
3,636
-196
| -5% | -$10.8K | 0.04% | 192 |
|
|
2022
Q2 | $205K | Buy |
3,832
+4
| +0.1% | +$214 | 0.04% | 208 |
|
|
2022
Q1 | $235K | Buy |
3,828
+103
| +3% | +$6.32K | 0.04% | 212 |
|
|
2021
Q4 | $235K | Buy |
3,725
+4
| +0.1% | +$252 | 0.04% | 210 |
|
|
2021
Q3 | $230K | Buy |
3,721
+4
| +0.1% | +$247 | 0.04% | 204 |
|
|
2021
Q2 | $222K | Sell |
3,717
-313
| -8% | -$18.7K | 0.04% | 202 |
|
|
2021
Q1 | $246K | Sell |
4,030
-1,102
| -21% | -$67.3K | 0.05% | 195 |
|
|
2020
Q4 | $243K | Sell |
5,132
-2,589
| -34% | -$123K | 0.05% | 190 |
|
|
2020
Q3 | $248K | Buy |
7,721
+1,089
| +16% | +$35K | 0.06% | 176 |
|
|
2020
Q2 | $239K | Buy |
+6,632
| New | +$239K | 0.07% | 166 |
|
|
2020
Q1 | – | Sell |
-3,707
| Closed | -$200K | – | 164 |
|
|
2019
Q4 | $200K | Buy |
+3,707
| New | +$200K | 0.07% | 163 |
|
|
2019
Q1 | – | Sell |
-3,366
| Closed | -$151K | – | 341 |
|
|
2018
Q4 | $151K | Buy |
3,366
+288
| +9% | +$12.9K | 0.07% | 166 |
|
|
2018
Q3 | $172K | Buy |
+3,078
| New | +$172K | 0.06% | 173 |
|