RFN
RDA Financial Network’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Hold |
5,050
| – | – | 0.17% | 126 |
|
|
2025
Q1 | $629K | Sell |
5,050
-300
| -6% | -$37.4K | 0.19% | 116 |
|
|
2024
Q4 | $621K | Hold |
5,350
| – | – | 0.18% | 119 |
|
|
2024
Q3 | $618K | Hold |
5,350
| – | – | 0.19% | 122 |
|
|
2024
Q2 | $548K | Hold |
5,350
| – | – | 0.18% | 127 |
|
|
2024
Q1 | $576K | Hold |
5,350
| – | – | 0.2% | 122 |
|
|
2023
Q4 | $484K | Hold |
5,350
| – | – | 0.18% | 128 |
|
|
2023
Q3 | $450K | Hold |
5,350
| – | – | 0.19% | 118 |
|
|
2023
Q2 | $438K | Hold |
5,350
| – | – | 0.18% | 117 |
|
|
2023
Q1 | $445K | Hold |
5,350
| – | – | 0.2% | 115 |
|
|
2022
Q4 | $460K | Sell |
5,350
-600
| -10% | -$51.6K | 0.23% | 103 |
|
|
2022
Q3 | $438K | Hold |
5,950
| – | – | 0.24% | 105 |
|
|
2022
Q2 | $483K | Hold |
5,950
| – | – | 0.24% | 103 |
|
|
2022
Q1 | $518K | Hold |
5,950
| – | – | 0.22% | 110 |
|
|
2021
Q4 | $475K | Hold |
5,950
| – | – | 0.19% | 121 |
|
|
2021
Q3 | $452K | Hold |
5,950
| – | – | 0.2% | 120 |
|
|
2021
Q2 | $454K | Hold |
5,950
| – | – | 0.2% | 118 |
|
|
2021
Q1 | $447K | Hold |
5,950
| – | – | 0.19% | 125 |
|
|
2020
Q4 | $406K | Buy |
5,950
+250
| +4% | +$17.1K | 0.18% | 130 |
|
|
2020
Q3 | $321K | Sell |
5,700
-250
| -4% | -$14.1K | 0.15% | 146 |
|
|
2020
Q2 | $334K | Buy |
5,950
+2,125
| +56% | +$119K | 0.17% | 135 |
|
|
2020
Q1 | $203K | Hold |
3,825
| – | – | 0.12% | 169 |
|
|
2019
Q4 | $275K | Hold |
3,825
| – | – | 0.11% | 188 |
|
|
2019
Q3 | $272K | Hold |
3,825
| – | – | 0.12% | 181 |
|
|
2019
Q2 | $275K | Hold |
3,825
| – | – | 0.12% | 176 |
|
|
2019
Q1 | $243K | Buy |
+3,825
| New | +$243K | 0.11% | 180 |
|