Geneos Wealth Management’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
Q3 | $1.87K | Hold |
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|
2025
Q2 | $1.91K | Sell |
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|
2025
Q1 | $3.99K | Buy |
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|
2024
Q4 | $2.02K | Hold |
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|
2024
Q3 | $2.11K | Hold |
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|
2024
Q2 | $2.08K | Sell |
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|
2024
Q1 | $4.21K | Sell |
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|
2023
Q4 | $12.8K | Hold |
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|
2023
Q3 | $12.3K | Hold |
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|
2023
Q2 | $12.6K | Hold |
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|
2023
Q1 | $11.9K | Hold |
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|
2022
Q4 | $12K | Hold |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $176K | Hold |
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|
2020
Q2 | $176K | Hold |
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|
2020
Q1 | $162K | Sell |
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|
2019
Q4 | $334K | Buy |
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|
2019
Q3 | $301K | Buy |
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|
2019
Q2 | $291K | Buy |
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|
2019
Q1 | $291K | Hold |
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|
2018
Q4 | $268K | Sell |
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|
2018
Q3 | $313K | Hold |
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|
2018
Q2 | $316K | Buy |
|