Certified Advisory Corp’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
2018
Q4
Sell
-216
Closed -$5K 770
2018
Q3
$5K Hold
216
﹤0.01% 659
2018
Q2
$5K Buy
+216
New +$5K ﹤0.01% 633

Other funds holding KBWD

Certified Advisory Corp's KBWD Position: Q4 2018 in Review

Certified Advisory Corp sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2018, closing a stake of 216 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in KBWD in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 49 funds tracked by Wall St. Rank hold KBWD as of Q4 2018.

  • Certified Advisory Corp reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 216 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2018, an estimated $5K.
  • Certified Advisory Corp first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2018 and held it in 2 quarters.
  • Certified Advisory Corp's Invesco KBW High Dividend Yield Financial ETF position peaked at $5K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.