Great Valley Advisor Group’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
Q2 | $256K | Sell |
2,083
-21
| -1% | -$2.58K | 0.01% | 792 |
|
|
2025
Q1 | $262K | Sell |
2,104
-203
| -9% | -$25.3K | 0.01% | 766 |
|
|
2024
Q4 | $268K | Sell |
2,307
-9
| -0.4% | -$1.05K | 0.01% | 721 |
|
|
2024
Q3 | $268K | Sell |
2,316
-9
| -0.4% | -$1.04K | 0.01% | 716 |
|
|
2024
Q2 | $238K | Sell |
2,325
-90
| -4% | -$9.22K | 0.01% | 704 |
|
|
2024
Q1 | $260K | Sell |
2,415
-58
| -2% | -$6.25K | 0.01% | 638 |
|
|
2023
Q4 | $224K | Sell |
2,473
-21
| -0.8% | -$1.9K | 0.01% | 647 |
|
|
2023
Q3 | $210K | Buy |
2,494
+22
| +0.9% | +$1.85K | 0.01% | 623 |
|
|
2023
Q2 | $202K | Buy |
+2,472
| New | +$202K | 0.01% | 660 |
|
|
2023
Q1 | – | Sell |
-2,415
| Closed | -$208K | – | 730 |
|
|
2022
Q4 | $208K | Buy |
+2,415
| New | +$208K | 0.01% | 644 |
|