Trust Company of Vermont’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Hold |
302
| – | – | ﹤0.01% | 701 |
|
|
2025
Q1 | $19K | Hold |
302
| – | – | ﹤0.01% | 680 |
|
|
2024
Q4 | $19.7K | Hold |
302
| – | – | ﹤0.01% | 681 |
|
|
2024
Q3 | $17.7K | Hold |
302
| – | – | ﹤0.01% | 678 |
|
|
2024
Q2 | $16.2K | Sell |
302
-264
| -47% | -$14.1K | ﹤0.01% | 643 |
|
|
2024
Q1 | $30.4K | Sell |
566
-50
| -8% | -$2.68K | ﹤0.01% | 557 |
|
|
2023
Q4 | $30.3K | Buy |
616
+316
| +105% | +$15.5K | ﹤0.01% | 497 |
|
|
2023
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 626 |
|
|
2023
Q2 | $12.3K | Buy |
+300
| New | +$12.3K | ﹤0.01% | 652 |
|