WWM
Wagner Wealth Management’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-76
| Closed | -$3.51K | – | 227 |
|
|
2023
Q1 | $3.51K | Hold |
76
| – | – | ﹤0.01% | 192 |
|
|
2022
Q4 | $4.33K | Sell |
76
-46
| -38% | -$2.62K | ﹤0.01% | 200 |
|
|
2022
Q3 | $7K | Sell |
122
-77
| -39% | -$4.42K | 0.01% | 475 |
|
|
2022
Q2 | $11K | Sell |
199
-509
| -72% | -$28.1K | 0.01% | 423 |
|
|
2022
Q1 | $44K | Buy |
708
+509
| +256% | +$31.6K | 0.03% | 161 |
|
|
2021
Q4 | $13K | Hold |
199
| – | – | 0.01% | 458 |
|
|
2021
Q3 | $13K | Sell |
199
-234
| -54% | -$15.3K | 0.01% | 435 |
|
|
2021
Q2 | $26K | Buy |
433
+154
| +55% | +$9.25K | 0.02% | 349 |
|
|
2021
Q1 | $17K | Buy |
+279
| New | +$17K | 0.01% | 383 |
|