MWM
MinichMacGregor Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
+2,692
| New | +$331K | 0.07% | 94 |
|
|
2025
Q1 | – | Sell |
-3,018
| Closed | -$350K | – | 136 |
|
|
2024
Q4 | $350K | Buy |
3,018
+37
| +1% | +$4.29K | 0.07% | 85 |
|
|
2024
Q3 | $344K | Buy |
+2,981
| New | +$344K | 0.07% | 81 |
|
|
2023
Q3 | – | Sell |
-3,556
| Closed | -$291K | – | 100 |
|
|
2023
Q2 | $291K | Sell |
3,556
-17
| -0.5% | -$1.39K | 0.09% | 78 |
|
|
2023
Q1 | $297K | Sell |
3,573
-13
| -0.4% | -$1.08K | 0.1% | 74 |
|
|
2022
Q4 | $309K | Buy |
3,586
+74
| +2% | +$6.37K | 0.11% | 59 |
|
|
2022
Q3 | $258K | Sell |
3,512
-175
| -5% | -$12.9K | 0.1% | 68 |
|
|
2022
Q2 | $299K | Sell |
3,687
-82
| -2% | -$6.65K | 0.12% | 57 |
|
|
2022
Q1 | $328K | Buy |
+3,769
| New | +$328K | 0.1% | 73 |
|
|
2021
Q4 | – | Sell |
-5,362
| Closed | -$407K | – | 93 |
|
|
2021
Q3 | $407K | Sell |
5,362
-17
| -0.3% | -$1.29K | 0.14% | 54 |
|
|
2021
Q2 | $410K | Buy |
+5,379
| New | +$410K | 0.14% | 56 |
|