Steward Partners Investment Advisory’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01K | Sell |
509
-1,262
| -71% | -$19.9K | ﹤0.01% | 3309 |
|
|
2025
Q1 | $29.6K | Buy |
+1,771
| New | +$29.6K | ﹤0.01% | 2638 |
|
|
2019
Q4 | – | Sell |
-25
| Closed | – | – | 2669 |
|
|
2019
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 2693 |
|
|
2018
Q1 | – | Sell |
-1,328
| Closed | -$47K | – | 2268 |
|
|
2017
Q4 | $47K | Buy |
1,328
+167
| +14% | +$5.91K | ﹤0.01% | 850 |
|
|
2017
Q3 | $43K | Buy |
1,161
+259
| +29% | +$9.59K | ﹤0.01% | 731 |
|
|
2017
Q2 | $33K | Buy |
902
+27
| +3% | +$988 | ﹤0.01% | 737 |
|
|
2017
Q1 | $32K | Buy |
+875
| New | +$32K | ﹤0.01% | 647 |
|