MGWM
Marks Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-74,067
| Closed | -$1.51M | – | 318 |
|
|
2021
Q3 | $1.51M | Hold |
74,067
| – | – | 0.2% | 127 |
|
|
2021
Q2 | $1.53M | Hold |
74,067
| – | – | 0.21% | 127 |
|
|
2021
Q1 | $1.45M | Hold |
74,067
| – | – | 0.22% | 124 |
|
|
2020
Q4 | $1.23M | Hold |
74,067
| – | – | 0.19% | 133 |
|
|
2020
Q3 | $994K | Hold |
74,067
| – | – | 0.18% | 135 |
|
|
2020
Q2 | $1.01M | Sell |
74,067
-5,162
| -7% | -$70K | 0.2% | 122 |
|
|
2020
Q1 | $858K | Hold |
79,229
| – | – | 0.22% | 125 |
|
|
2019
Q4 | $1.74M | Buy |
+79,229
| New | +$1.74M | 0.34% | 112 |
|