MFS
Mattson Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,110
| Closed | -$73.8K | – | 263 |
|
|
2025
Q1 | $73.8K | Buy |
5,110
+830
| +19% | +$12K | 0.02% | 174 |
|
|
2024
Q4 | $65.4K | Buy |
4,280
+1,321
| +45% | +$20.2K | 0.02% | 165 |
|
|
2024
Q3 | $44.5K | Hold |
2,959
| – | – | 0.02% | 174 |
|
|
2024
Q2 | $44.5K | Buy |
+2,959
| New | +$44.5K | 0.02% | 174 |
|