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Fortis Group Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,751
Closed -$202K 515
2024
Q3
$202K Sell
1,751
-52,777
-97% -$6.1M 0.04% 176
2024
Q2
$5.59M Sell
54,528
-22,283
-29% -$2.28M 1.11% 31
2024
Q1
$8.28M Buy
+76,811
New +$8.28M 1.52% 17