Petix & Botte Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,784
| Closed | -$206K | – | 131 |
|
|
2024
Q3 | $206K | Buy |
+9,784
| New | +$206K | 0.06% | 121 |
|
|
2022
Q2 | – | Sell |
-9,712
| Closed | -$247K | – | 94 |
|
|
2022
Q1 | $247K | Buy |
+9,712
| New | +$247K | 0.08% | 102 |
|
|
2021
Q4 | – | Sell |
-12,278
| Closed | -$283K | – | 97 |
|
|
2021
Q3 | $283K | Buy |
+12,278
| New | +$283K | 0.1% | 87 |
|
|
2020
Q3 | – | Sell |
-16,864
| Closed | -$162K | – | 86 |
|
|
2020
Q2 | $162K | Buy |
+16,864
| New | +$162K | 0.13% | 77 |
|
|
2020
Q1 | – | Sell |
-14,094
| Closed | -$438K | – | 75 |
|
|
2019
Q4 | $438K | Buy |
+14,094
| New | +$438K | 0.34% | 53 |
|