MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,579
| Closed | -$38.3K | – | 371 |
|
|
2022
Q4 | $38.3K | Sell |
2,579
-17,260
| -87% | -$256K | 0.01% | 216 |
|
|
2022
Q3 | $274K | Sell |
19,839
-1,231
| -6% | -$17K | 0.11% | 64 |
|
|
2022
Q2 | $345K | Sell |
21,070
-1,239
| -6% | -$20.3K | 0.14% | 52 |
|
|
2022
Q1 | $435K | Buy |
22,309
+9
| +0% | +$175 | 0.14% | 64 |
|
|
2021
Q4 | $452K | Buy |
22,300
+2,533
| +13% | +$51.3K | 0.14% | 59 |
|
|
2021
Q3 | $402K | Sell |
19,767
-60
| -0.3% | -$1.22K | 0.14% | 55 |
|
|
2021
Q2 | $408K | Buy |
19,827
+1,222
| +7% | +$25.1K | 0.14% | 57 |
|
|
2021
Q1 | $364K | Buy |
+18,605
| New | +$364K | 0.14% | 62 |
|