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Axxcess Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Axxcess Wealth Management’s Portfolio KBWP Stock Details KBWP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,325
Closed -$1.08M – 902
2024
Q3 		$1.08M Sell
9,325
-1,635
-15% -$189K 0.03% 378
2024
Q2 		$1.12M Buy
10,960
+2,423
+28% +$248K 0.03% 349
2024
Q1 		$920K Buy
+8,537
New +$920K 0.03% 389