Sanibel Captiva Trust Company’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
5,120
| – | – | 0.01% | 322 |
|
|
2025
Q1 | $321K | Sell |
5,120
-3,000
| -37% | -$188K | 0.01% | 326 |
|
|
2024
Q4 | $531K | Sell |
8,120
-100
| -1% | -$6.54K | 0.02% | 262 |
|
|
2024
Q3 | $482K | Hold |
8,220
| – | – | 0.02% | 277 |
|
|
2024
Q2 | $440K | Hold |
8,220
| – | – | 0.02% | 274 |
|
|
2024
Q1 | $441K | Hold |
8,220
| – | – | 0.02% | 273 |
|
|
2023
Q4 | $404K | Buy |
+8,220
| New | +$404K | 0.01% | 261 |
|