MinichMacGregor Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $344K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $297K | Sell |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $410K | Buy |
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