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Source Financial Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Source Financial Advisors’s Portfolio KBWB Stock Details KBWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,344
Closed -$534K – 126
2022
Q4 		$534K Buy
+10,344
New +$534K 0.2% 75
2022
Q2 		– Sell
-3,845
Closed -$245K – 119
2022
Q1 		$245K Buy
+3,845
New +$245K 0.07% 104