MassMutual Private Wealth & Trust’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $28.8K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4.49K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $8K | Buy |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q4 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $12K | Buy |
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