IFP Advisors’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
Q1 | – | Sell |
-24
| Closed | -$2.79K | – | 4529 |
|
|
2024
Q4 | $2.79K | Hold |
24
| – | – | ﹤0.01% | 2985 |
|
|
2024
Q3 | $2.77K | Sell |
24
-193
| -89% | -$22.3K | ﹤0.01% | 2837 |
|
|
2024
Q2 | $22.2K | Sell |
217
-4
| -2% | -$410 | ﹤0.01% | 2033 |
|
|
2024
Q1 | $23.8K | Buy |
221
+1
| +0.5% | +$108 | ﹤0.01% | 1894 |
|
|
2023
Q4 | $19.9K | Buy |
220
+1
| +0.5% | +$91 | ﹤0.01% | 1916 |
|
|
2023
Q3 | $18.4K | Buy |
219
+28
| +15% | +$2.36K | ﹤0.01% | 1983 |
|
|
2023
Q2 | $15.6K | Buy |
191
+1
| +0.5% | +$82 | ﹤0.01% | 2127 |
|
|
2023
Q1 | $11.6K | Buy |
190
+1
| +0.5% | +$61 | ﹤0.01% | 2232 |
|
|
2022
Q4 | $12K | Buy |
189
+1
| +0.5% | +$63 | ﹤0.01% | 3266 |
|
|
2022
Q3 | $11K | Buy |
188
+2
| +1% | +$117 | ﹤0.01% | 3583 |
|
|
2022
Q2 | $11K | Hold |
186
| – | – | ﹤0.01% | 3332 |
|
|
2022
Q1 | $11K | Buy |
+186
| New | +$11K | ﹤0.01% | 3332 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3991 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3740 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3653 |
|
|
2020
Q4 | – | Sell |
-1,220
| Closed | -$69K | – | 3516 |
|
|
2020
Q3 | $69K | Hold |
1,220
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q2 | $67K | Hold |
1,220
| – | – | 0.01% | 1080 |
|
|
2020
Q1 | $65K | Hold |
1,220
| – | – | 0.01% | 1012 |
|
|
2019
Q4 | $86K | Hold |
1,220
| – | – | 0.01% | 1017 |
|
|
2019
Q3 | $90K | Buy |
+1,220
| New | +$90K | 0.01% | 1107 |
|
|
2019
Q1 | – | Sell |
-1,220
| Closed | -$68K | – | 2887 |
|
|
2018
Q4 | $68K | Hold |
1,220
| – | – | ﹤0.01% | 1404 |
|
|
2018
Q3 | $78K | Buy |
1,220
+691
| +131% | +$44.2K | ﹤0.01% | 1625 |
|
|
2018
Q2 | $31K | Hold |
529
| – | – | ﹤0.01% | 2181 |
|
|
2018
Q1 | $31K | Hold |
529
| – | – | ﹤0.01% | 2101 |
|
|
2017
Q4 | $31K | Buy |
+529
| New | +$31K | ﹤0.01% | 2096 |
|