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Carroll Financial Associates’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Carroll Financial Associates’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-456
Closed -$10K – 1853
2021
Q2 		$10K Hold
456
– – ﹤0.01% 1287
2021
Q1 		$10K Hold
456
– – ﹤0.01% 1209
2020
Q4 		$9K Buy
+456
New +$8.8K ﹤0.01% 1138

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Bank of America
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Ameriprise
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SCM
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Carroll Financial Associates's KBWY Position: Q3 2021 in Review

Carroll Financial Associates sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2021, closing a stake of 456 shares — an estimated $10K sold.

Carroll Financial Associates first reported a position in KBWY in Q4 2020 and held it in 3 quarters. The position peaked at $10K in Q2 2021. 65 funds tracked by Wall St. Rank hold KBWY as of Q3 2021.

  • Carroll Financial Associates reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 456 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2021, an estimated $10K.
  • Carroll Financial Associates first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2020 and held it in 3 quarters.
  • Carroll Financial Associates's Invesco KBW Premium Yield Equity REIT ETF position peaked at $10K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.