Retirement Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.26K | Hold |
|
|||||
|
2023
Q4 | $1.41K | Sell |
|
|||||
|
2023
Q3 | $13.5K | Hold |
|
|||||
|
2023
Q2 | $15.2K | Hold |
|
|||||
|
2023
Q1 | $15K | Buy |
|
|||||
|
2022
Q4 | $14K | Buy |
|
|||||
|
2022
Q3 | $13K | Sell |
|
|||||
|
2022
Q2 | $20K | Sell |
|
|||||
|
2022
Q1 | $23K | Buy |
|
|||||
|
2021
Q4 | $18K | Buy |
|
|||||
|
2021
Q3 | $8K | Buy |
|
|||||
|
2021
Q2 | $5K | Sell |
|
|||||
|
2021
Q1 | $12K | Hold |
|
|||||
|
2020
Q4 | $10K | Sell |
|
|||||
|
2020
Q3 | $15K | Hold |
|
|||||
|
2020
Q2 | $17K | Buy |
|
|||||
|
2019
Q4 | $51K | Buy |
|