IHT Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,923
| Closed | -$285K | – | 893 |
|
|
2022
Q2 | $285K | Buy |
12,923
+1,488
| +13% | +$32.8K | 0.03% | 543 |
|
|
2022
Q1 | $291K | Sell |
11,435
-1,007
| -8% | -$25.6K | 0.02% | 577 |
|
|
2021
Q4 | $320K | Buy |
+12,442
| New | +$320K | 0.02% | 581 |
|
|
2018
Q2 | – | Sell |
-575
| Closed | -$18K | – | 924 |
|
|
2018
Q1 | $18K | Hold |
575
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q4 | $20K | Hold |
575
| – | – | 0.01% | 989 |
|
|
2017
Q3 | $22K | Hold |
575
| – | – | 0.01% | 748 |
|
|
2017
Q2 | $1.27K | Buy |
+575
| New | +$1.27K | 0.61% | 29 |
|