IHT Wealth 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 | $287K | Buy |
2,336
+8
| +0.3% | +$983 | 0.01% | 908 |
|
|
2025
Q1 | $290K | Buy |
2,328
+12
| +0.5% | +$1.5K | 0.01% | 872 |
|
|
2024
Q4 | $269K | Buy |
2,316
+15
| +0.7% | +$1.74K | 0.01% | 891 |
|
|
2024
Q3 | $266K | Buy |
2,301
+7
| +0.3% | +$809 | 0.01% | 959 |
|
|
2024
Q2 | $235K | Buy |
2,294
+7
| +0.3% | +$717 | 0.01% | 888 |
|
|
2024
Q1 | $246K | Buy |
2,287
+10
| +0.4% | +$1.08K | 0.01% | 869 |
|
|
2023
Q4 | $206K | Buy |
+2,277
| New | +$206K | 0.01% | 898 |
|
|
2021
Q4 | – | Sell |
-4,884
| Closed | -$371K | – | 831 |
|
|
2021
Q3 | $371K | Buy |
4,884
+34
| +0.7% | +$2.58K | 0.03% | 525 |
|
|
2021
Q2 | $370K | Sell |
4,850
-4,850
| -50% | -$370K | 0.02% | 633 |
|
|
2021
Q1 | $728K | Buy |
9,700
+4,850
| +100% | +$364K | 0.05% | 346 |
|
|
2020
Q4 | $331K | Hold |
4,850
| – | – | 0.03% | 530 |
|
|
2020
Q3 | $273K | Hold |
4,850
| – | – | 0.03% | 505 |
|
|
2020
Q2 | $272K | Hold |
4,850
| – | – | 0.04% | 438 |
|
|
2020
Q1 | $258K | Buy |
+4,850
| New | +$258K | 0.04% | 435 |
|