RIA
Realta Investment Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$7.52K | – | 578 |
|
|
2024
Q2 | $7.52K | Hold |
500
| – | – | ﹤0.01% | 692 |
|
|
2024
Q1 | $7.75K | Buy |
+500
| New | +$7.75K | ﹤0.01% | 714 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$7.82K | – | 641 |
|
|
2023
Q3 | $7.82K | Hold |
500
| – | – | ﹤0.01% | 690 |
|
|
2023
Q2 | $7.82K | Buy |
+500
| New | +$7.82K | ﹤0.01% | 736 |
|
|
2023
Q1 | – | Sell |
-500
| Closed | -$7.43K | – | 651 |
|
|
2022
Q4 | $7.43K | Hold |
500
| – | – | ﹤0.01% | 739 |
|
|
2022
Q3 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 729 |
|