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Synergy Asset Management’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Synergy Asset Management’s Portfolio KBWR Stock Details KBWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-55,747
Closed -$3.05M – 153
2023
Q4 		$3.05M Buy
+55,747
New +$3.05M 0.55% 58