SWP
Stratos Wealth Partners’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
+10,083
| New | +$140K | ﹤0.01% | 1367 |
|
|
2019
Q3 | – | Sell |
-20,770
| Closed | -$446K | – | 985 |
|
|
2019
Q2 | $446K | Sell |
20,770
-18,566
| -47% | -$399K | 0.02% | 616 |
|
|
2019
Q1 | $854K | Buy |
+39,336
| New | +$854K | 0.04% | 404 |
|
|
2018
Q4 | – | Sell |
-1,563
| Closed | -$36K | – | 1703 |
|
|
2018
Q3 | $36K | Buy |
+1,563
| New | +$36K | ﹤0.01% | 1608 |
|
|
2018
Q2 | – | Sell |
-162
| Closed | -$4K | – | 1825 |
|
|
2018
Q1 | $4K | Hold |
162
| – | – | ﹤0.01% | 2681 |
|
|
2017
Q4 | $4K | Buy |
+162
| New | +$4K | ﹤0.01% | 2452 |
|