Endowment Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Buy |
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|
2025
Q1 | $523K | Buy |
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|
2024
Q4 | $496K | Buy |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $502K | Buy |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $574K | Buy |
|