Samalin Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $260K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $321K | Buy |
|