Patriot Investment Management Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,041
| Closed | -$22.6K | – | 332 |
|
2022
Q4 | $22.6K | Buy |
+1,041
| New | +$22.6K | ﹤0.01% | 335 |
|
2020
Q3 | – | Sell |
-3,642
| Closed | -$70K | – | 439 |
|
2020
Q2 | $70K | Buy |
+3,642
| New | +$70K | 0.01% | 294 |
|
2019
Q2 | – | Sell |
-6,593
| Closed | -$202K | – | 217 |
|
2019
Q1 | $202K | Buy |
+6,593
| New | +$202K | 0.03% | 203 |
|