WWM
Wagner Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-82
| Closed | -$3.44K | – | 226 |
|
|
2023
Q1 | $3.44K | Hold |
82
| – | – | ﹤0.01% | 193 |
|
|
2022
Q4 | $4.23K | Hold |
82
| – | – | ﹤0.01% | 201 |
|
|
2022
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 544 |
|
|
2022
Q2 | $4K | Sell |
82
-82
| -50% | -$4K | ﹤0.01% | 554 |
|
|
2022
Q1 | $10K | Buy |
164
+82
| +100% | +$5K | 0.01% | 183 |
|
|
2021
Q4 | $6K | Hold |
82
| – | – | ﹤0.01% | 547 |
|
|
2021
Q3 | $6K | Sell |
82
-178
| -68% | -$13K | ﹤0.01% | 523 |
|
|
2021
Q2 | $17K | Hold |
260
| – | – | 0.01% | 410 |
|
|
2021
Q1 | $16K | Buy |
+260
| New | +$16K | 0.01% | 394 |
|