Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $27.7K | Hold |
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|
2024
Q3 | $32.7K | Buy |
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|
2024
Q2 | $24.2K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $323 | Sell |
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|
2023
Q3 | $31.7K | Sell |
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|
2023
Q2 | $3.64M | Buy |
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|
2023
Q1 | $1.54K | Sell |
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|
2022
Q4 | $5.85K | Hold |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $427K | Buy |
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