Founders Financial Alliance’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393 | Hold |
25
| – | – | ﹤0.01% | 541 |
|
|
2025
Q1 | $417 | Hold |
25
| – | – | ﹤0.01% | 612 |
|
|
2024
Q4 | $448 | Hold |
25
| – | – | ﹤0.01% | 573 |
|
|
2024
Q3 | $528 | Hold |
25
| – | – | ﹤0.01% | 584 |
|
|
2024
Q2 | $446 | Hold |
25
| – | – | ﹤0.01% | 554 |
|
|
2024
Q1 | $451 | Hold |
25
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $505 | Hold |
25
| – | – | ﹤0.01% | 487 |
|
|
2023
Q3 | $437 | Hold |
25
| – | – | ﹤0.01% | 472 |
|
|
2023
Q2 | $449 | Hold |
25
| – | – | ﹤0.01% | 507 |
|
|
2023
Q1 | $460 | Hold |
25
| – | – | ﹤0.01% | 452 |
|
|
2022
Q4 | $487 | Hold |
25
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 514 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 478 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 450 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 472 |
|
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 456 |
|