Castleview Partners’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $38.2K | Hold |
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|
2024
Q2 | $37.6K | Hold |
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2024
Q1 | $38.8K | Hold |
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|
2023
Q4 | $39.7K | Hold |
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|
2023
Q3 | $38K | Hold |
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|
2023
Q2 | $39.1K | Hold |
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|
2023
Q1 | $36.9K | Hold |
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|
2022
Q4 | $37.2K | Hold |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $2.35K | Sell |
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|
2022
Q1 | $48K | Sell |
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|
2021
Q4 | $3.77K | Buy |
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|
2021
Q2 | $78K | Buy |
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|
2018
Q1 | $1.47M | Buy |
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