1776 Wealth’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,100
| Closed | -$302K | – | 113 |
|
|
2020
Q4 | $302K | Sell |
14,100
-2,550
| -15% | -$54.6K | 0.19% | 83 |
|
|
2020
Q3 | $292K | Sell |
16,650
-13,140
| -44% | -$230K | 0.21% | 74 |
|
|
2020
Q2 | $572K | Sell |
29,790
-25,270
| -46% | -$485K | 0.39% | 39 |
|
|
2020
Q1 | $1.28M | Buy |
55,060
+29,625
| +116% | +$690K | 0.54% | 32 |
|
|
2019
Q4 | $793K | Buy |
+25,435
| New | +$793K | 0.68% | 26 |
|