Fulcrum Equity Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,553
| Closed | -$1.81M | – | 109 |
|
|
2024
Q4 | $1.81M | Buy |
+15,553
| New | +$1.81M | 1.79% | 9 |
|
|
2024
Q3 | – | Sell |
-11,886
| Closed | -$1.22M | – | 150 |
|
|
2024
Q2 | $1.22M | Sell |
11,886
-1,495
| -11% | -$153K | 1.09% | 21 |
|
|
2024
Q1 | $1.44M | Buy |
13,381
+266
| +2% | +$28.7K | 1.7% | 11 |
|
|
2023
Q4 | $1.19M | Buy |
+13,115
| New | +$1.19M | 1.47% | 16 |
|