DFA
DHJJ Financial Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320 | Hold |
23
| – | – | ﹤0.01% | 853 |
|
|
2025
Q1 | $333 | Hold |
23
| – | – | ﹤0.01% | 794 |
|
|
2024
Q4 | $338 | Hold |
23
| – | – | ﹤0.01% | 762 |
|
|
2024
Q3 | $352 | Hold |
23
| – | – | ﹤0.01% | 739 |
|
|
2024
Q2 | $346 | Hold |
23
| – | – | ﹤0.01% | 692 |
|
|
2024
Q1 | $357 | Hold |
23
| – | – | ﹤0.01% | 682 |
|
|
2023
Q4 | $365 | Buy |
23
+11
| +92% | +$175 | ﹤0.01% | 664 |
|
|
2023
Q3 | $183 | Buy |
+12
| New | +$183 | ﹤0.01% | 721 |
|