Jaffetilchin Investment Partners’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $153K | Sell |
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|
2024
Q2 | $171K | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $541K | Buy |
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|
2021
Q2 | $546K | Buy |
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|
2021
Q1 | $466K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $240K | Sell |
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|
2015
Q3 | $1.73M | Sell |
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|
2015
Q2 | $1.95M | Sell |
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|
2015
Q1 | $2.08M | Buy |
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|
2014
Q4 | $2.05M | Buy |
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|
2014
Q3 | $1.94M | Sell |
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|
2014
Q2 | $2.12M | Sell |
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|
2014
Q1 | $2.1M | Sell |
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|
2013
Q4 | $4.14M | Buy |
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|
2013
Q3 | $2.88M | Buy |
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|
2013
Q2 | $2.5M | Buy |
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