Optimum Investment Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-400
| Closed | -$30K | – | 981 |
|
|
2019
Q3 | $30K | Hold |
400
| – | – | 0.01% | 612 |
|
|
2019
Q2 | $28K | Hold |
400
| – | – | 0.01% | 623 |
|
|
2019
Q1 | $25K | Hold |
400
| – | – | 0.01% | 646 |
|
|
2018
Q4 | $23K | Hold |
400
| – | – | 0.01% | 628 |
|
|
2018
Q3 | $26K | Hold |
400
| – | – | 0.01% | 676 |
|
|
2018
Q2 | $24K | Hold |
400
| – | – | 0.01% | 694 |
|
|
2018
Q1 | $25K | Buy |
+400
| New | +$25K | 0.01% | 672 |
|