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McElhenny Sheffield Capital Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-325
Closed -$28K – 363
2022
Q4 		$28K Buy
+325
New +$27.2K 0.01% 226

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McElhenny Sheffield Capital Management's KBWP Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2023, closing a stake of 325 shares — an estimated $28K sold.

McElhenny Sheffield Capital Management first reported a position in KBWP in Q4 2022 and held it in 1 quarter. The position peaked at $28K in Q4 2022. 52 funds tracked by Wall St. Rank hold KBWP as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 325 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2023, an estimated $28K.
  • McElhenny Sheffield Capital Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $28K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.