Geneos Wealth Management’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 | $4.05K | Hold |
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|
2025
Q2 | $4K | Sell |
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|
2025
Q1 | $8.48K | Buy |
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|
2024
Q4 | $4.55K | Hold |
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|
2024
Q3 | $5.36K | Hold |
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|
2024
Q2 | $4.53K | Hold |
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|
2024
Q1 | $4.58K | Hold |
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|
2023
Q4 | $5.13K | Hold |
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|
2023
Q3 | $4.43K | Hold |
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|
2023
Q2 | $4.56K | Hold |
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|
2023
Q1 | $4.67K | Hold |
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|
2022
Q4 | $4.95K | Hold |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $29K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $40K | Sell |
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|
2019
Q2 | $66K | Buy |
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|
2019
Q1 | $57K | Hold |
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|
2018
Q4 | $51K | Hold |
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|
2018
Q3 | $63K | Buy |
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|
2018
Q2 | $18K | Buy |
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