Carson Wealth (CWM LLC)’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-250
| Closed | -$5K | – | 4751 |
|
|
2024
Q1 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 3664 |
|
|
2022
Q3 | – | Sell |
-919
| Closed | -$20K | – | 4032 |
|
|
2022
Q2 | $20K | Hold |
919
| – | – | ﹤0.01% | 2108 |
|
|
2022
Q1 | $23K | Hold |
919
| – | – | ﹤0.01% | 1991 |
|
|
2021
Q4 | $24K | Buy |
+919
| New | +$24K | ﹤0.01% | 1887 |
|
|
2021
Q2 | $21K | Hold |
919
| – | – | ﹤0.01% | 1775 |
|
|
2021
Q1 | $21K | Hold |
919
| – | – | ﹤0.01% | 1775 |
|
|
2020
Q4 | $21K | Hold |
919
| – | – | ﹤0.01% | 1775 |
|
|
2020
Q3 | $21K | Hold |
919
| – | – | ﹤0.01% | 1775 |
|
|
2020
Q2 | $21K | Hold |
919
| – | – | ﹤0.01% | 1775 |
|
|
2020
Q1 | $21K | Hold |
919
| – | – | ﹤0.01% | 1775 |
|
|
2019
Q4 | $21K | Hold |
919
| – | – | ﹤0.01% | 1775 |
|
|
2019
Q3 | $21K | Hold |
919
| – | – | ﹤0.01% | 1775 |
|
|
2019
Q2 | $21K | Hold |
919
| – | – | ﹤0.01% | 1775 |
|
|
2019
Q1 | $21K | Buy |
919
+819
| +819% | +$18.7K | ﹤0.01% | 1775 |
|
|
2018
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1658 |
|