Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $370K | Buy |
|
|||||
|
2022
Q4 | $241K | Sell |
|
|||||
|
2022
Q3 | $282K | Sell |
|
|||||
|
2022
Q2 | $522K | Sell |
|
|||||
|
2022
Q1 | $635K | Sell |
|
|||||
|
2021
Q4 | $787K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $172K | Sell |
|
|||||
|
2018
Q2 | $205K | Buy |
|
|||||
|
2018
Q1 | $179K | Buy |
|
|||||
|
2017
Q4 | $176K | Sell |
|
|||||
|
2017
Q3 | $219K | Buy |
|