Concourse Financial Group Securities’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Hold |
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|
2023
Q3 | – | Hold |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $8K | Sell |
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|
2021
Q3 | $9K | Sell |
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|
2021
Q2 | $111K | Sell |
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|
2021
Q1 | $156K | Sell |
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|
2020
Q4 | $150K | Sell |
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|
2020
Q3 | $127K | Sell |
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|
2020
Q2 | $828K | Sell |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $2.5M | Sell |
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|
2019
Q3 | $2.67M | Buy |
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|
2019
Q2 | $2.18M | Buy |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.23M | Buy |
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|
2018
Q3 | $1.22M | Buy |
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