Spire Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9K | Sell |
613
-2,180
| -78% | -$156K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $175K | Hold |
2,793
| – | – | 0.01% | 851 |
|
|
2024
Q4 | $183K | Buy |
2,793
+2,200
| +371% | +$144K | 0.01% | 848 |
|
|
2024
Q3 | $34.8K | Hold |
593
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q2 | $31.7K | Sell |
593
-53
| -8% | -$2.84K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $34.7K | Buy |
646
+43
| +7% | +$2.31K | ﹤0.01% | 1334 |
|
|
2023
Q4 | $29.1K | Sell |
603
-375
| -38% | -$18.1K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $39.2K | Buy |
978
+25
| +3% | +$1K | ﹤0.01% | 1256 |
|
|
2023
Q2 | $39.1K | Hold |
953
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q1 | $40K | Sell |
953
-69
| -7% | -$2.9K | ﹤0.01% | 1290 |
|
|
2022
Q4 | $53K | Sell |
1,022
-49
| -5% | -$2.54K | ﹤0.01% | 972 |
|
|
2022
Q3 | $53K | Buy |
1,071
+118
| +12% | +$5.84K | ﹤0.01% | 930 |
|
|
2022
Q2 | $49K | Buy |
953
+8
| +0.8% | +$411 | ﹤0.01% | 1297 |
|
|
2022
Q1 | $60K | Hold |
945
| – | – | ﹤0.01% | 1382 |
|
|
2021
Q4 | $64K | Buy |
945
+294
| +45% | +$19.9K | ﹤0.01% | 1602 |
|
|
2021
Q3 | $44K | Buy |
+651
| New | +$44K | ﹤0.01% | 1525 |
|