McClarren Financial Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-427
Closed -$7K 367
2023
Q2
$7K Buy
427
+11
+3% +$180 0.01% 271
2023
Q1
$7K Buy
416
+9
+2% +$151 0.01% 257
2022
Q4
$7K Buy
+407
New +$7K 0.01% 264