Mariner Independent Advisor Network’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-37,087
| Closed | -$841K | – | 246 |
|
|
2018
Q1 | $841K | Buy |
37,087
+9,215
| +33% | +$209K | 0.05% | 238 |
|
|
2017
Q4 | $658K | Sell |
27,872
-19,744
| -41% | -$466K | 0.07% | 219 |
|
|
2017
Q3 | $1.15M | Buy |
47,616
+17,631
| +59% | +$424K | 0.19% | 91 |
|
|
2017
Q2 | $727K | Buy |
+29,985
| New | +$727K | 0.1% | 143 |
|