BHWA
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Beacon Harbor Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio KBWY Stock Details KBWY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-219,252
Closed -$6.84M – 51
2019
Q4 		$6.84M Buy
219,252
+5,905
+3% +$184K 4.05% 7
2019
Q3 		$6.54M Buy
+213,347
New +$6.54M 4.18% 5