EverSource Wealth Advisors’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 | $5.66K | Hold |
360
| – | – | ﹤0.01% | 3102 |
|
|
2025
Q1 | $6.01K | Sell |
360
-650
| -64% | -$10.8K | ﹤0.01% | 2406 |
|
|
2024
Q4 | $18.1K | Buy |
1,010
+650
| +181% | +$11.6K | ﹤0.01% | 1684 |
|
|
2024
Q3 | $7.6K | Sell |
360
-634
| -64% | -$13.4K | ﹤0.01% | 2016 |
|
|
2024
Q2 | $19.8K | Sell |
994
-340
| -25% | -$6.79K | ﹤0.01% | 1511 |
|
|
2024
Q1 | $23.2K | Hold |
1,334
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q4 | $26.9K | Sell |
1,334
-838
| -39% | -$16.9K | ﹤0.01% | 1119 |
|
|
2023
Q3 | $37.9K | Hold |
2,172
| – | – | ﹤0.01% | 917 |
|
|
2023
Q2 | $39K | Hold |
2,172
| – | – | ﹤0.01% | 930 |
|
|
2023
Q1 | $39.9K | Sell |
2,172
-766
| -26% | -$14.1K | 0.01% | 868 |
|
|
2022
Q4 | $57.3K | Sell |
2,938
-1,155
| -28% | -$22.5K | 0.01% | 710 |
|
|
2022
Q3 | $78K | Hold |
4,093
| – | – | 0.02% | 509 |
|
|
2022
Q2 | $90K | Hold |
4,093
| – | – | 0.02% | 406 |
|
|
2022
Q1 | $104K | Buy |
4,093
+2,555
| +166% | +$64.9K | 0.03% | 328 |
|
|
2021
Q4 | $39K | Buy |
+1,538
| New | +$39K | 0.01% | 472 |
|