Key Financial Inc’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881 | Hold |
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|
2025
Q1 | $935 | Hold |
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|
2024
Q4 | $1K | Hold |
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|
2024
Q3 | $1.18K | Hold |
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|
2024
Q2 | $998 | Hold |
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|
2024
Q1 | $1.01K | Hold |
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|
2023
Q4 | $1.13K | Hold |
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|
2023
Q3 | $978 | Hold |
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|
2023
Q2 | $1.01K | Hold |
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|
2023
Q1 | $1.03K | Hold |
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|
2022
Q4 | $1.06K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Buy |
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