Transamerica Financial Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $2.99M | Buy |
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|
2024
Q3 | $2.62M | Buy |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1.13M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $2.43M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.35M | Buy |
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|
2016
Q4 | $1.52M | Sell |
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|
2016
Q3 | $1.34M | Buy |
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