Legacy Capital Group California’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,875
| Closed | -$334K | – | 335 |
|
|
2024
Q4 | $334K | Buy |
+2,875
| New | +$334K | 0.1% | 231 |
|
|
2024
Q3 | – | Sell |
-2,452
| Closed | -$251K | – | 337 |
|
|
2024
Q2 | $251K | Sell |
2,452
-444
| -15% | -$45.5K | 0.09% | 260 |
|
|
2024
Q1 | $312K | Sell |
2,896
-251
| -8% | -$27K | 0.12% | 214 |
|
|
2023
Q4 | $285K | Buy |
+3,147
| New | +$285K | 0.11% | 225 |
|