SWA
Strategies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-129,587
| Closed | -$2.34M | – | 97 |
|
|
2024
Q1 | $2.34M | Hold |
129,587
| – | – | 0.36% | 32 |
|
|
2023
Q4 | $2.62M | Hold |
129,587
| – | – | 0.45% | 28 |
|
|
2023
Q3 | $2.26M | Hold |
129,587
| – | – | 0.44% | 30 |
|
|
2023
Q2 | $2.33M | Hold |
129,587
| – | – | 0.48% | 28 |
|
|
2023
Q1 | $2.38M | Hold |
129,587
| – | – | 0.52% | 27 |
|
|
2022
Q4 | $2.53M | Buy |
+129,587
| New | +$2.53M | 0.62% | 25 |
|
|
2022
Q2 | $2.86M | Buy |
129,587
+45,788
| +55% | +$1.01M | 0.82% | 20 |
|
|
2022
Q1 | $2.14M | Hold |
83,799
| – | – | 0.57% | 27 |
|
|
2021
Q4 | $2.15M | Buy |
+83,799
| New | +$2.15M | 0.6% | 28 |
|