SFP
Sandbox Financial Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
15,557
+1,700
| +12% | +$26.7K | 0.08% | 104 |
|
|
2025
Q1 | $231K | Hold |
13,857
| – | – | 0.08% | 100 |
|
|
2024
Q4 | $248K | Buy |
13,857
+75
| +0.5% | +$1.34K | 0.08% | 96 |
|
|
2024
Q3 | $291K | Buy |
13,782
+2,027
| +17% | +$42.8K | 0.1% | 87 |
|
|
2024
Q2 | $210K | Buy |
11,755
+1,143
| +11% | +$20.4K | 0.08% | 91 |
|
|
2024
Q1 | $192K | Buy |
+10,612
| New | +$192K | 0.08% | 95 |
|