EverSource Wealth 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 | $8.18K | Hold |
590
| – | – | ﹤0.01% | 2937 |
|
|
2025
Q1 | $8.53K | Hold |
590
| – | – | ﹤0.01% | 2196 |
|
|
2024
Q4 | $8.66K | Hold |
590
| – | – | ﹤0.01% | 2076 |
|
|
2024
Q3 | $9.02K | Hold |
590
| – | – | ﹤0.01% | 1927 |
|
|
2024
Q2 | $9.39K | Buy |
590
+200
| +51% | +$3.18K | ﹤0.01% | 1892 |
|
|
2024
Q1 | $5.89K | Hold |
390
| – | – | ﹤0.01% | 1968 |
|
|
2023
Q4 | $6.19K | Hold |
390
| – | – | ﹤0.01% | 1770 |
|
|
2023
Q3 | $5.92K | Sell |
390
-45
| -10% | -$684 | ﹤0.01% | 1643 |
|
|
2023
Q2 | $6.8K | Hold |
435
| – | – | ﹤0.01% | 1603 |
|
|
2023
Q1 | $6.42K | Buy |
435
+45
| +12% | +$664 | ﹤0.01% | 1553 |
|
|
2022
Q4 | $5.8K | Buy |
+390
| New | +$5.8K | ﹤0.01% | 1545 |
|