YWP
YorkBridge Wealth Partners’s Invesco KBW Regional Banking ETF KBWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-100
| Closed | -$5K | – | 434 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 658 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 659 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 649 |
|
|
2018
Q3 | $6K | Sell |
100
-100
| -50% | -$6K | ﹤0.01% | 642 |
|
|
2018
Q2 | $12K | Hold |
200
| – | – | 0.01% | 600 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | 0.01% | 604 |
|
|
2017
Q4 | $11K | Hold |
200
| – | – | 0.01% | 620 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | 0.01% | 623 |
|
|
2017
Q2 | $11K | Hold |
200
| – | – | 0.01% | 619 |
|
|
2017
Q1 | $11K | Hold |
200
| – | – | 0.01% | 610 |
|
|
2016
Q4 | $11K | Buy |
+200
| New | +$11K | 0.01% | 570 |
|