PFA
KBWY icon

Peak Financial Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Peak Financial Advisors’s Portfolio KBWY Stock Details KBWY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,160
Closed -$281K – 88
2021
Q3 		$281K Buy
12,160
+3,142
+35% +$72.6K 0.25% 58
2021
Q2 		$208K Buy
+9,018
New +$208K 0.18% 69