Spire Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9K | Sell |
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|
2025
Q1 | $175K | Hold |
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|
2024
Q4 | $183K | Buy |
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|
2024
Q3 | $34.8K | Hold |
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|
2024
Q2 | $31.7K | Sell |
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|
2024
Q1 | $34.7K | Buy |
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|
2023
Q4 | $29.1K | Sell |
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|
2023
Q3 | $39.2K | Buy |
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|
2023
Q2 | $39.1K | Hold |
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|
2023
Q1 | $40K | Sell |
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|
2022
Q4 | $53K | Sell |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $49K | Buy |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $64K | Buy |
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|
2021
Q3 | $44K | Buy |
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