Avantax Advisory Services’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | $199K | Sell |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $472K | Buy |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $560K | Sell |
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|
2019
Q3 | $544K | Sell |
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|
2019
Q2 | $571K | Buy |
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|
2019
Q1 | $575K | Buy |
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|
2018
Q4 | $508K | Buy |
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