TFO
Tarbox Family Office’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,341
| Closed | -$151K | – | 1168 |
|
|
2021
Q2 | $151K | Buy |
+2,341
| New | +$151K | 0.03% | 151 |
|
|
2020
Q1 | – | Sell |
-2,720
| Closed | -$158K | – | 1220 |
|
|
2019
Q4 | $158K | Hold |
2,720
| – | – | 0.04% | 119 |
|
|
2019
Q3 | $140K | Hold |
2,720
| – | – | 0.04% | 107 |
|
|
2019
Q2 | $137K | Hold |
2,720
| – | – | 0.04% | 108 |
|
|
2019
Q1 | $131K | Hold |
2,720
| – | – | 0.05% | 105 |
|
|
2018
Q4 | $120K | Hold |
2,720
| – | – | 0.05% | 102 |
|
|
2018
Q3 | $147K | Hold |
2,720
| – | – | 0.05% | 103 |
|
|
2018
Q2 | $146K | Hold |
2,720
| – | – | 0.06% | 97 |
|
|
2018
Q1 | $150K | Hold |
2,720
| – | – | 0.06% | 97 |
|
|
2017
Q4 | $150K | Hold |
2,720
| – | – | 0.06% | 95 |
|
|
2017
Q3 | $139K | Hold |
2,720
| – | – | 0.06% | 94 |
|
|
2017
Q2 | $134K | Hold |
2,720
| – | – | 0.07% | 92 |
|
|
2017
Q1 | $129K | Buy |
+2,720
| New | +$129K | 0.07% | 81 |
|