CAPTRUST Financial 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
Q4 | – | Sell |
-235
| Closed | -$15K | – | 1627 |
|
|
2018
Q3 | $15K | Buy |
235
+195
| +488% | +$12.4K | ﹤0.01% | 1103 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 1409 |
|
|
2018
Q1 | $2K | Sell |
40
-10
| -20% | -$500 | ﹤0.01% | 1245 |
|
|
2017
Q4 | $3K | Buy |
50
+10
| +25% | +$600 | ﹤0.01% | 1164 |
|
|
2017
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 529 |
|