Atria Wealth Solutions’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,033
| Closed | -$253K | – | 1711 |
|
|
2025
Q1 | $253K | Buy |
2,033
+306
| +18% | +$38.1K | ﹤0.01% | 1570 |
|
|
2024
Q4 | $200K | Sell |
1,727
-236
| -12% | -$27.4K | ﹤0.01% | 1806 |
|
|
2024
Q3 | $227K | Buy |
+1,963
| New | +$227K | ﹤0.01% | 1679 |
|
|
2023
Q4 | – | Sell |
-3,471
| Closed | -$292K | – | 1969 |
|
|
2023
Q3 | $292K | Sell |
3,471
-384
| -10% | -$32.3K | ﹤0.01% | 1423 |
|
|
2023
Q2 | $316K | Buy |
3,855
+1,195
| +45% | +$97.8K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $221K | Buy |
+2,660
| New | +$221K | ﹤0.01% | 1600 |
|
|
2022
Q2 | – | Sell |
-3,179
| Closed | -$277K | – | 1741 |
|
|
2022
Q1 | $277K | Buy |
+3,179
| New | +$277K | ﹤0.01% | 1358 |
|