Ridgewood Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35K | Hold |
340
| – | – | ﹤0.01% | 556 |
|
|
2025
Q1 | $5.68K | Hold |
340
| – | – | ﹤0.01% | 549 |
|
|
2024
Q4 | $6.09K | Hold |
340
| – | – | ﹤0.01% | 527 |
|
|
2024
Q3 | $7.17K | Sell |
340
-457
| -57% | -$9.64K | ﹤0.01% | 527 |
|
|
2024
Q2 | $14.2K | Buy |
+797
| New | +$14.2K | 0.01% | 462 |
|
|
2023
Q3 | – | Sell |
-868
| Closed | -$15.6K | – | 477 |
|
|
2023
Q2 | $15.6K | Hold |
868
| – | – | 0.01% | 472 |
|
|
2023
Q1 | $16K | Buy |
+868
| New | +$16K | 0.01% | 474 |
|