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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.6K | Hold |
1,701
| – | – | ﹤0.01% | 1300 |
|
|
2026
Q1 | $26K | Hold |
1,701
| – | – | ﹤0.01% | 1343 |
|
|
2025
Q4 | $26.2K | Hold |
1,701
| – | – | ﹤0.01% | 1387 |
|
|
2025
Q3 | $27.1K | Hold |
1,701
| – | – | ﹤0.01% | 1426 |
|
|
2025
Q2 | $26.8K | Hold |
1,701
| – | – | ﹤0.01% | 1408 |
|
|
2025
Q1 | $28.4K | Hold |
1,701
| – | – | ﹤0.01% | 1495 |
|
|
2024
Q4 | $30.5K | Sell |
1,701
-3,800
| -69% | -$75.2K | ﹤0.01% | 1468 |
|
|
2024
Q3 | $116K | Hold |
5,501
| – | – | ﹤0.01% | 871 |
|
|
2024
Q2 | $98.1K | Hold |
5,501
| – | – | ﹤0.01% | 900 |
|
|
2024
Q1 | $99.3K | Hold |
5,501
| – | – | ﹤0.01% | 990 |
|
|
2023
Q4 | $103K | Sell |
5,501
-898
| -14% | -$16.1K | ﹤0.01% | 995 |
|
|
2023
Q3 | $112K | Buy |
6,399
+17
| +0.3% | +$319 | ﹤0.01% | 916 |
|
|
2023
Q2 | $115K | Buy |
6,382
+23
| +0.4% | +$399 | ﹤0.01% | 929 |
|
|
2023
Q1 | $117K | Buy |
6,359
+18
| +0.3% | +$365 | ﹤0.01% | 914 |
|
|
2022
Q4 | $124K | Buy |
+6,341
| New | +$127K | 0.01% | 672 |
|
|
2022
Q3 | – | Sell |
-6,311
| Closed | -$139K | – | 2406 |
|
|
2022
Q2 | $139K | Buy |
6,311
+13
| +0.2% | +$302 | 0.01% | 898 |
|
|
2022
Q1 | $160K | Buy |
6,298
+10
| +0.2% | +$247 | ﹤0.01% | 979 |
|
|
2021
Q4 | $161K | Buy |
6,288
+10
| +0.2% | +$242 | ﹤0.01% | 1191 |
|
|
2021
Q3 | $145K | Buy |
+6,278
| New | +$149K | ﹤0.01% | 1046 |
|