BWA
BDO Wealth Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.34M | Sell |
85,453
-3,660
| -4% | -$57.2K | 0.15% | 116 |
|
|
2023
Q1 | $1.31M | Sell |
89,113
-23,958
| -21% | -$353K | 0.16% | 107 |
|
|
2022
Q4 | $1.68M | Sell |
113,071
-23,632
| -17% | -$351K | 0.21% | 99 |
|
|
2022
Q3 | $1.9M | Sell |
136,703
-680
| -0.5% | -$9.43K | 0.25% | 87 |
|
|
2022
Q2 | $2.26M | Sell |
137,383
-2,330
| -2% | -$38.3K | 0.28% | 73 |
|
|
2022
Q1 | $2.73M | Sell |
139,713
-3,387
| -2% | -$66.2K | 0.29% | 69 |
|
|
2021
Q4 | $2.9M | Sell |
143,100
-9,697
| -6% | -$197K | 0.31% | 63 |
|
|
2021
Q3 | $3.11M | Sell |
152,797
-8,949
| -6% | -$182K | 0.34% | 51 |
|
|
2021
Q2 | $3.34M | Sell |
161,746
-12,507
| -7% | -$258K | 0.37% | 50 |
|
|
2021
Q1 | $3.42M | Buy |
+174,253
| New | +$3.42M | 0.4% | 48 |
|