Sterling Investment Advisors (Pennsylvania)’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Buy |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $215K | Buy |
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|
2019
Q1 | $152K | Buy |
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|
2018
Q4 | $99K | Buy |
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|
2018
Q3 | $91K | Hold |
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|
2018
Q2 | $92K | Hold |
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|
2018
Q1 | $91K | Sell |
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|
2017
Q4 | $142K | Sell |
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|
2017
Q3 | $180K | Hold |
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|
2017
Q2 | $182K | Buy |
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|
2017
Q1 | $72K | Buy |
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