EverSource Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66K | Hold |
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2025
Q1 | $6.01K | Sell |
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|
2024
Q4 | $18.1K | Buy |
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|
2024
Q3 | $7.6K | Sell |
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|
2024
Q2 | $19.8K | Sell |
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|
2024
Q1 | $23.2K | Hold |
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|
2023
Q4 | $26.9K | Sell |
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|
2023
Q3 | $37.9K | Hold |
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|
2023
Q2 | $39K | Hold |
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|
2023
Q1 | $39.9K | Sell |
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|
2022
Q4 | $57.3K | Sell |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $104K | Buy |
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|
2021
Q4 | $39K | Buy |
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