Ameritas Advisory Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,984
| Closed | -$460K | – | 904 |
|
|
2024
Q3 | $460K | Sell |
3,984
-53
| -1% | -$6.12K | 0.02% | 562 |
|
|
2024
Q2 | $414K | Buy |
4,037
+44
| +1% | +$4.51K | 0.02% | 638 |
|
|
2024
Q1 | $416K | Sell |
3,993
-94
| -2% | -$9.8K | 0.02% | 603 |
|
|
2023
Q4 | $400K | Buy |
4,087
+299
| +8% | +$29.3K | 0.02% | 478 |
|
|
2023
Q3 | $334K | Buy |
3,788
+648
| +21% | +$57.2K | 0.02% | 602 |
|
|
2023
Q2 | $257K | Buy |
3,140
+2,210
| +238% | +$181K | 0.03% | 450 |
|
|
2023
Q1 | $77.4K | Buy |
+930
| New | +$77.4K | ﹤0.01% | 1095 |
|