CVA Family Office’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33K | Buy |
52
+1
| +2% | +$122 | ﹤0.01% | 856 |
|
|
2025
Q1 | $6.4K | Hold |
51
| – | – | ﹤0.01% | 866 |
|
|
2024
Q4 | $5.93K | Hold |
51
| – | – | ﹤0.01% | 859 |
|
|
2024
Q3 | $5.87K | Hold |
51
| – | – | ﹤0.01% | 830 |
|
|
2024
Q2 | $5.19K | Buy |
51
+1
| +2% | +$102 | ﹤0.01% | 823 |
|
|
2024
Q1 | $5.44K | Hold |
50
| – | – | ﹤0.01% | 824 |
|
|
2023
Q4 | $4.55K | Buy |
+50
| New | +$4.55K | ﹤0.01% | 830 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$20.5K | – | 613 |
|
|
2023
Q2 | $20.5K | Hold |
250
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $20.8K | Hold |
250
| – | – | ﹤0.01% | 588 |
|
|
2022
Q4 | $21.5K | Hold |
250
| – | – | 0.01% | 548 |
|
|
2022
Q3 | $18K | Hold |
250
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $20K | Hold |
250
| – | – | 0.01% | 544 |
|
|
2022
Q1 | $22K | Hold |
250
| – | – | 0.01% | 542 |
|
|
2021
Q4 | $20K | Sell |
250
-100
| -29% | -$8K | 0.01% | 526 |
|
|
2021
Q3 | $20K | Hold |
350
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $27K | Hold |
350
| – | – | 0.01% | 463 |
|
|
2021
Q1 | $26K | Sell |
350
-200
| -36% | -$14.9K | 0.01% | 358 |
|
|
2020
Q4 | $38K | Buy |
550
+200
| +57% | +$13.8K | 0.02% | 222 |
|
|
2020
Q3 | $20K | Buy |
350
+100
| +40% | +$5.71K | 0.01% | 260 |
|
|
2020
Q2 | $14K | Hold |
250
| – | – | 0.01% | 243 |
|
|
2020
Q1 | $13K | Buy |
+250
| New | +$13K | 0.01% | 229 |
|