Steward Partners Investment Advisory’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-200
Closed -$12.2K 7250
2021
Q1
$12.2K Buy
+200
New +$12.2K ﹤0.01% 2694
2018
Q4
Sell
-5,001
Closed -$279K 1497
2018
Q3
$279K Buy
5,001
+636
+15% +$35.5K 0.01% 637
2018
Q2
$253K Buy
+4,365
New +$253K 0.02% 605