Hennion & Walsh Asset Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
+3,440
| New | +$423K | 0.02% | 724 |
|
|
2025
Q1 | – | Sell |
-4,240
| Closed | -$486K | – | 892 |
|
|
2024
Q4 | $486K | Hold |
4,240
| – | – | 0.02% | 631 |
|
|
2024
Q3 | $489K | Buy |
+4,240
| New | +$489K | 0.02% | 624 |
|
|
2023
Q3 | – | Sell |
-4,900
| Closed | -$401K | – | 825 |
|
|
2023
Q2 | $401K | Hold |
4,900
| – | – | 0.02% | 576 |
|
|
2023
Q1 | $408K | Buy |
4,900
+1,850
| +61% | +$154K | 0.03% | 560 |
|
|
2022
Q4 | $263K | Hold |
3,050
| – | – | 0.02% | 671 |
|
|
2022
Q3 | $224K | Hold |
3,050
| – | – | 0.01% | 695 |
|
|
2022
Q2 | $247K | Hold |
3,050
| – | – | 0.02% | 680 |
|
|
2022
Q1 | $265K | Buy |
+3,050
| New | +$265K | 0.01% | 688 |
|