McClarren Financial Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-218
Closed -$3K 366
2023
Q2
$3K Buy
218
+7
+3% +$96 ﹤0.01% 295
2023
Q1
$3K Buy
211
+6
+3% +$85 ﹤0.01% 283
2022
Q4
$3K Buy
+205
New +$3K ﹤0.01% 289