TWA
TPB Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,570
| Closed | -$438K | – | 46 |
|
|
2021
Q4 | $438K | Sell |
6,570
-45,864
| -87% | -$3.06M | 0.21% | 35 |
|
|
2021
Q3 | $3.52M | Sell |
52,434
-18,563
| -26% | -$1.25M | 2.55% | 11 |
|
|
2021
Q2 | $4.57M | Buy |
70,997
+997
| +1% | +$64.1K | 2.95% | 10 |
|
|
2021
Q1 | $4.5M | Sell |
70,000
-8,600
| -11% | -$553K | 3.87% | 6 |
|
|
2020
Q4 | $3.9M | Buy |
+78,600
| New | +$3.9M | 3.86% | 8 |
|