Stonehearth Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,821
Closed -$674K 79
2023
Q3
$674K Buy
16,821
+875
+5% +$35.1K 0.37% 33
2023
Q2
$655K Buy
15,946
+707
+5% +$29K 0.34% 34
2023
Q1
$640K Buy
+15,239
New +$640K 0.34% 35