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Rooted Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Rooted Wealth Advisors’s Portfolio KBWB Stock Details KBWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,211
Closed -$519K – 94
2023
Q1 		$519K Sell
12,211
-5,696
-32% -$242K 0.39% 44
2022
Q4 		$924K Buy
+17,907
New +$924K 0.78% 36