MWM
MGB Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81K | Sell |
275
-100
| -27% | -$1.39K | ﹤0.01% | 302 |
|
|
2025
Q1 | $5.42K | Hold |
375
| – | – | ﹤0.01% | 283 |
|
|
2024
Q4 | $5.5K | Sell |
375
-75
| -17% | -$1.1K | ﹤0.01% | 278 |
|
|
2024
Q3 | $6.88K | Hold |
450
| – | – | ﹤0.01% | 265 |
|
|
2024
Q2 | $7.12K | Hold |
450
| – | – | ﹤0.01% | 266 |
|
|
2024
Q1 | $6.97K | Sell |
450
-100
| -18% | -$1.55K | ﹤0.01% | 252 |
|
|
2023
Q4 | $8.72K | Buy |
+550
| New | +$8.72K | ﹤0.01% | 246 |
|