Legacy Financial Group (Iowa)’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 |
-14,754
| Closed | -$326K | – | 39 |
|
|
2022
Q2 | $326K | Sell |
14,754
-2,041
| -12% | -$45.1K | 0.1% | 39 |
|
|
2022
Q1 | $428K | Buy |
+16,795
| New | +$428K | 0.13% | 41 |
|
|
2021
Q4 | – | Sell |
-17,050
| Closed | -$395K | – | 47 |
|
|
2021
Q3 | $395K | Buy |
17,050
+1,153
| +7% | +$26.7K | 0.12% | 52 |
|
|
2021
Q2 | $367K | Sell |
15,897
-842
| -5% | -$19.4K | 0.11% | 63 |
|
|
2021
Q1 | $375K | Sell |
16,739
-628
| -4% | -$14.1K | 0.13% | 55 |
|
|
2020
Q4 | $360K | Buy |
+17,367
| New | +$360K | 0.14% | 52 |
|