Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
2022
Q2 		$326K Sell
2022
Q1 		$428K Buy
2021
Q4 		– Sell
2021
Q3 		$395K Buy
2021
Q2 		$367K Sell
2021
Q1 		$375K Sell
2020
Q4 		$360K Buy