WealthBridge Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,649
| Closed | -$292K | – | 204 |
|
|
2022
Q3 | $292K | Hold |
5,649
| – | – | 0.12% | 150 |
|
|
2022
Q2 | $292K | Buy |
5,649
+1,205
| +27% | +$62.3K | 0.12% | 150 |
|
|
2022
Q1 | $283K | Buy |
4,444
+1,105
| +33% | +$70.4K | 0.11% | 141 |
|
|
2021
Q4 | $227K | Buy |
+3,339
| New | +$227K | 0.08% | 156 |
|
|
2019
Q2 | – | Sell |
-514
| Closed | -$26K | – | 511 |
|
|
2019
Q1 | $26K | Hold |
514
| – | – | 0.02% | 410 |
|
|
2018
Q4 | $23K | Buy |
+514
| New | +$23K | 0.02% | 382 |
|