Regal Investment Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $430K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $390K | Sell |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $494K | Sell |
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|
2019
Q1 | $651K | Buy |
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|
2018
Q4 | $590K | Sell |
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|
2018
Q3 | $745K | Buy |
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|
2018
Q2 | $457K | Sell |
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|
2018
Q1 | $455K | Buy |
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|
2017
Q4 | $385K | Buy |
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|
2017
Q3 | $362K | Buy |
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|
2017
Q2 | $338K | Buy |
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|
2017
Q1 | $318K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Buy |
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