B. Riley Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $522K | Sell |
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|
2016
Q2 | $516K | Sell |
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|
2016
Q1 | $479K | Sell |
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|
2015
Q4 | $473K | Sell |
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|
2015
Q3 | $505K | Buy |
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|
2015
Q2 | $448K | Buy |
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|
2015
Q1 | $443K | Buy |
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|
2014
Q4 | $385 | Buy |
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|
2014
Q3 | $270K | Sell |
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|
2014
Q2 | $226K | Buy |
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|
2014
Q1 | $198K | Buy |
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