Next Financial Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $15K | Hold |
|
|||||
|
2020
Q3 | $12K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $16K | Sell |
|
|||||
|
2019
Q4 | $38K | Sell |
|
|||||
|
2019
Q3 | $38K | Sell |
|
|||||
|
2019
Q2 | $45K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $46K | Buy |
|
|||||
|
2018
Q3 | $7K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $74K | Sell |
|
|||||
|
2017
Q2 | $107K | Buy |
|
|||||
|
2017
Q1 | $57K | Sell |
|
|||||
|
2016
Q4 | $60K | Buy |
|
|||||
|
2016
Q3 | $33K | Buy |
|
|||||
|
2016
Q2 | $11K | Hold |
|
|||||
|
2016
Q1 | $10K | Sell |
|
|||||
|
2015
Q4 | $15K | Hold |
|
|||||
|
2015
Q3 | $14K | Buy |
|
|||||
|
2015
Q2 | $5K | Hold |
|
|||||
|
2015
Q1 | $6K | Hold |
|
|||||
|
2014
Q4 | $7K | Sell |
|
|||||
|
2014
Q3 | $84K | Buy |
|