EWM
EPG Wealth 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
Q2 | – | Sell |
-43
| Closed | -$718 | – | 382 |
|
|
2025
Q1 | $718 | Hold |
43
| – | – | ﹤0.01% | 403 |
|
|
2024
Q4 | $770 | Hold |
43
| – | – | ﹤0.01% | 419 |
|
|
2024
Q3 | $907 | Buy |
+43
| New | +$907 | ﹤0.01% | 418 |
|
|
2024
Q2 | – | Sell |
-43
| Closed | -$776 | – | 437 |
|
|
2024
Q1 | $776 | Hold |
43
| – | – | ﹤0.01% | 437 |
|
|
2023
Q4 | $752 | Hold |
43
| – | – | ﹤0.01% | 416 |
|
|
2023
Q3 | $751 | Hold |
43
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $772 | Hold |
43
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $790 | Hold |
43
| – | – | ﹤0.01% | 409 |
|
|
2022
Q4 | $838 | Hold |
43
| – | – | ﹤0.01% | 372 |
|
|
2022
Q3 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 379 |
|
|
2022
Q2 | – | Sell |
-43
| Closed | -$1K | – | 323 |
|
|
2022
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 395 |
|
|
2021
Q3 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 371 |
|
|
2020
Q2 | – | Sell |
-43
| Closed | -$1K | – | 483 |
|
|
2020
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 742 |
|
|
2019
Q4 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 637 |
|