Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8K | Hold |
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2025
Q1 | $28.4K | Hold |
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|
2024
Q4 | $30.5K | Sell |
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|
2024
Q3 | $116K | Hold |
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|
2024
Q2 | $98.1K | Hold |
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|
2024
Q1 | $99.3K | Hold |
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|
2023
Q4 | $103K | Sell |
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|
2023
Q3 | $112K | Buy |
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|
2023
Q2 | $115K | Buy |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $124K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $139K | Buy |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $161K | Buy |
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|
2021
Q3 | $145K | Buy |
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