MPWT
MassMutual Private Wealth & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
35,372
+6,519
| +23% | +$103K | 0.01% | 305 |
|
|
2025
Q1 | $482K | Buy |
28,853
+16,545
| +134% | +$276K | 0.01% | 322 |
|
|
2024
Q4 | $220K | Buy |
12,308
+10,942
| +801% | +$196K | 0.01% | 430 |
|
|
2024
Q3 | $28.8K | Buy |
+1,366
| New | +$28.8K | ﹤0.01% | 812 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$4.49K | – | 2004 |
|
|
2023
Q2 | $4.49K | Buy |
+250
| New | +$4.49K | ﹤0.01% | 1242 |
|
|
2021
Q1 | – | Sell |
-466
| Closed | -$10K | – | 1147 |
|
|
2020
Q4 | $10K | Hold |
466
| – | – | ﹤0.01% | 599 |
|
|
2020
Q3 | $8K | Buy |
466
+217
| +87% | +$3.73K | ﹤0.01% | 589 |
|
|
2020
Q2 | $5K | Hold |
249
| – | – | ﹤0.01% | 606 |
|
|
2020
Q1 | $4K | Buy |
249
+95
| +62% | +$1.53K | ﹤0.01% | 592 |
|
|
2019
Q4 | $5K | Buy |
+154
| New | +$5K | ﹤0.01% | 703 |
|
|
2019
Q3 | – | Sell |
-398
| Closed | -$12K | – | 883 |
|
|
2019
Q2 | $12K | Buy |
+398
| New | +$12K | ﹤0.01% | 551 |
|