MGB Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01K Sell
2025
Q2
$3.81K Sell
2025
Q1
$5.42K Hold
2024
Q4
$5.5K Sell
2024
Q3
$6.88K Hold
2024
Q2
$7.12K Hold
2024
Q1
$6.97K Sell
2023
Q4
$8.72K Buy