B. Riley Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,018
| Closed | -$477K | – | 693 |
|
|
2017
Q4 | $477K | Buy |
8,018
+932
| +13% | +$55.4K | 0.06% | 324 |
|
|
2017
Q3 | $411K | Buy |
7,086
+1,825
| +35% | +$106K | 0.07% | 303 |
|
|
2017
Q2 | $306K | Buy |
+5,261
| New | +$306K | 0.06% | 358 |
|
|
2015
Q1 | – | Sell |
-80
| Closed | -$3 | – | 1314 |
|
|
2014
Q4 | $3 | Buy |
+80
| New | +$3 | ﹤0.01% | 3301 |
|
|
2014
Q3 | – | Sell |
-80
| Closed | -$3.14K | – | 1309 |
|
|
2014
Q2 | $3.14K | Buy |
+80
| New | +$3.14K | ﹤0.01% | 2155 |
|