Wealthspire Advisors (Maryland)’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
2018
Q4
Sell
-1,827
Closed -$99K 2506
2018
Q3
$99K Buy
1,827
+11
+0.6% +$596 0.01% 688
2018
Q2
$97K Sell
1,816
-30
-2% -$1.6K 0.01% 717
2018
Q1
$101K Buy
1,846
+37
+2% +$2.02K 0.01% 709
2017
Q4
$100K Buy
+1,809
New +$100K 0.01% 715