Northwestern Mutual 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
Q1 | – | Sell |
-1,116
| Closed | -$16.4K | – | 3811 |
|
|
2024
Q4 | $16.4K | Sell |
1,116
-7,396
| -87% | -$109K | ﹤0.01% | 2581 |
|
|
2024
Q3 | $130K | Buy |
8,512
+7,059
| +486% | +$108K | ﹤0.01% | 1789 |
|
|
2024
Q2 | $21.9K | Buy |
+1,453
| New | +$21.9K | ﹤0.01% | 2364 |
|
|
2023
Q4 | – | Sell |
-13
| Closed | -$197 | – | 3578 |
|
|
2023
Q3 | $197 | Buy |
+13
| New | +$197 | ﹤0.01% | 3181 |
|