Secure Asset Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,581
| Closed | -$228K | – | 198 |
|
|
2022
Q1 | $228K | Sell |
3,581
-216
| -6% | -$13.8K | 0.1% | 176 |
|
|
2021
Q4 | $258K | Buy |
3,797
+283
| +8% | +$19.2K | 0.1% | 167 |
|
|
2021
Q3 | $236K | Buy |
+3,514
| New | +$236K | 0.12% | 154 |
|
|
2021
Q2 | – | Sell |
-3,379
| Closed | -$209K | – | 198 |
|
|
2021
Q1 | $209K | Buy |
+3,379
| New | +$209K | 0.12% | 171 |
|