CCFM
Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,442
| Closed | -$259K | – | 537 |
|
|
2024
Q4 | $259K | Sell |
14,442
-1,078
| -7% | -$19.3K | 0.03% | 402 |
|
|
2024
Q3 | $327K | Sell |
15,520
-6,320
| -29% | -$133K | 0.04% | 330 |
|
|
2024
Q2 | $389K | Sell |
21,840
-4,574
| -17% | -$81.6K | 0.05% | 287 |
|
|
2024
Q1 | $477K | Buy |
26,414
+14,419
| +120% | +$260K | 0.06% | 255 |
|
|
2023
Q4 | $242K | Buy |
+11,995
| New | +$242K | 0.04% | 290 |
|
|
2023
Q2 | – | Sell |
-11,834
| Closed | -$218K | – | 334 |
|
|
2023
Q1 | $218K | Sell |
11,834
-2,538
| -18% | -$46.6K | 0.04% | 270 |
|
|
2022
Q4 | $280K | Buy |
14,372
+3,002
| +26% | +$58.5K | 0.06% | 223 |
|
|
2022
Q3 | $216K | Buy |
+11,370
| New | +$216K | 0.05% | 244 |
|