AWS
AJ Wealth Strategies’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,503
| Closed | -$2.45M | – | 300 |
|
|
2022
Q4 | $2.45M | Hold |
28,503
| – | – | 0.13% | 79 |
|
|
2022
Q3 | $2.1M | Hold |
28,503
| – | – | 0.12% | 81 |
|
|
2022
Q2 | $2.31M | Hold |
28,503
| – | – | 0.12% | 84 |
|
|
2022
Q1 | $2.48M | Hold |
28,503
| – | – | 0.12% | 88 |
|
|
2021
Q4 | $2.28M | Buy |
28,503
+6,174
| +28% | +$493K | 0.11% | 82 |
|
|
2021
Q3 | $1.7M | Buy |
22,329
+8,455
| +61% | +$643K | 0.09% | 95 |
|
|
2021
Q2 | $1.06M | Buy |
13,874
+7,223
| +109% | +$551K | 0.06% | 120 |
|
|
2021
Q1 | $499K | Buy |
6,651
+2,548
| +62% | +$191K | 0.04% | 164 |
|
|
2020
Q4 | $280K | Buy |
+4,103
| New | +$280K | 0.02% | 197 |
|