A detailed history of Accredited Investors Inc. transactions in Invesco ETF Tr Ii Kbw Regional stock. As of the latest transaction made, Accredited Investors Inc. holds 8,395 shares of KBWR stock, worth $554,993. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,395
Previous 17,448 51.89%
Holding current value
$554,993
Previous $988,000 51.92%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$47.95 - $59.64 $434,091 - $539,920
-9,053 Reduced 51.89%
8,395 $475,000
Q3 2024

Nov 05, 2024

BUY
$47.95 - $59.64 $369,886 - $460,062
7,714 Added 79.25%
17,448 $988,000
Q2 2024

Jul 19, 2024

SELL
$46.42 - $51.54 $99,245 - $110,192
-2,138 Reduced 18.01%
9,734 $478,000
Q2 2023

Aug 03, 2023

BUY
$38.57 - $47.1 $457,903 - $559,171
11,872 New
11,872 $515,000

Others Institutions Holding KBWR

About INVESCO ETF TR II KBW REGIONAL


  • Ticker KBWR
  • Sector ETFs
  • Industry ETFs
More about KBWR
Track This Portfolio

Track Accredited Investors Inc. Portfolio

Follow Accredited Investors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accredited Investors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Accredited Investors Inc. with notifications on news.