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Pasadena Private Wealth’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Pasadena Private Wealth’s Portfolio KBWY Stock Details KBWY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,908
Closed -$309K – 82
2019
Q4 		$309K Sell
9,908
-27
-0.3% -$842 0.14% 47
2019
Q3 		$310K Buy
9,935
+65
+0.7% +$2.03K 0.14% 44
2019
Q2 		$297K Buy
+9,870
New +$297K 0.14% 44