Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,519
| Closed | -$796K | – | 825 |
|
|
2019
Q4 | $796K | Buy |
25,519
+16,128
| +172% | +$503K | 0.02% | 437 |
|
|
2019
Q3 | $293K | Buy |
+9,391
| New | +$293K | 0.01% | 554 |
|
|
2019
Q2 | – | Sell |
-81,828
| Closed | -$2.51M | – | 772 |
|
|
2019
Q1 | $2.51M | Sell |
81,828
-7,458
| -8% | -$229K | 0.15% | 128 |
|
|
2018
Q4 | $2.41M | Buy |
+89,286
| New | +$2.41M | 0.31% | 85 |
|