Valicenti Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $622K | Sell |
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|
2023
Q1 | $649K | Sell |
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|
2022
Q4 | $807K | Sell |
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|
2022
Q3 | $782K | Sell |
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $3.96M | Sell |
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|
2021
Q4 | $4.42M | Sell |
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|
2021
Q3 | $4.75M | Buy |
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|
2021
Q2 | $4.21M | Buy |
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|
2021
Q1 | $4.02M | Buy |
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