RSWM
Robertson Stephens Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Buy |
11,689
+1,665
| +17% | +$119K | 0.03% | 286 |
|
|
2025
Q1 | $629K | Sell |
10,024
-480
| -5% | -$30.1K | 0.02% | 323 |
|
|
2024
Q4 | $686K | Buy |
10,504
+173
| +2% | +$11.3K | 0.02% | 307 |
|
|
2024
Q3 | $606K | Buy |
10,331
+570
| +6% | +$33.4K | 0.02% | 369 |
|
|
2024
Q2 | $522K | Buy |
+9,761
| New | +$522K | 0.03% | 324 |
|
|
2024
Q1 | – | Sell |
-4,623
| Closed | -$227K | – | 498 |
|
|
2023
Q4 | $227K | Sell |
4,623
-1,711
| -27% | -$84.2K | 0.01% | 422 |
|
|
2023
Q3 | $254K | Buy |
+6,334
| New | +$254K | 0.02% | 396 |
|