J.W. Cole Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $447K | Hold |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $217K | Buy |
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