Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-38,113
| Closed | -$1.19M | – | 190 |
|
|
2019
Q3 | $1.19M | Buy |
+38,113
| New | +$1.19M | 0.24% | 77 |
|
|
2019
Q2 | – | Sell |
-39,813
| Closed | -$1.22M | – | 210 |
|
|
2019
Q1 | $1.22M | Buy |
39,813
+375
| +1% | +$11.5K | 0.23% | 84 |
|
|
2018
Q4 | $1.13M | Sell |
39,438
-1,830
| -4% | -$52.3K | 0.24% | 52 |
|
|
2018
Q3 | $1.4M | Buy |
+41,268
| New | +$1.4M | 0.3% | 57 |
|