Founders Financial Alliance’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
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|
2025
Q1 | $109K | Buy |
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|
2024
Q4 | $110K | Buy |
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2024
Q3 | $104K | Buy |
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|
2024
Q2 | $83K | Buy |
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|
2024
Q1 | $82.9K | Buy |
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|
2023
Q4 | $76.7K | Buy |
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|
2023
Q3 | $50.5K | Buy |
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|
2023
Q2 | $45.9K | Buy |
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|
2023
Q1 | $39.3K | Buy |
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|
2022
Q4 | $32.8K | Buy |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $12K | Buy |
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