Founders Financial Alliance’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
Q3 | $399 | Hold |
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|
2025
Q2 | $393 | Hold |
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|
2025
Q1 | $417 | Hold |
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|
2024
Q4 | $448 | Hold |
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|
2024
Q3 | $528 | Hold |
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|
2024
Q2 | $446 | Hold |
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|
2024
Q1 | $451 | Hold |
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|
2023
Q4 | $505 | Hold |
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|
2023
Q3 | $437 | Hold |
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|
2023
Q2 | $449 | Hold |
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|
2023
Q1 | $460 | Hold |
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|
2022
Q4 | $487 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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