SWA
Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1203 |
|
|
2018
Q4 | – | Sell |
-452
| Closed | -$15.3K | – | 1162 |
|
|
2018
Q3 | $15.3K | Hold |
452
| – | – | 0.01% | 681 |
|
|
2018
Q2 | $16.2K | Hold |
452
| – | – | 0.01% | 670 |
|
|
2018
Q1 | $14.1K | Hold |
452
| – | – | 0.01% | 695 |
|
|
2017
Q4 | $16K | Buy |
452
+25
| +6% | +$885 | 0.01% | 631 |
|
|
2017
Q3 | $16K | Hold |
427
| – | – | 0.01% | 616 |
|
|
2017
Q2 | $15.9K | Hold |
427
| – | – | 0.01% | 607 |
|
|
2017
Q1 | $16.1K | Hold |
427
| – | – | 0.01% | 588 |
|
|
2016
Q4 | $16.1K | Hold |
427
| – | – | 0.01% | 563 |
|
|
2016
Q3 | $15.3K | Hold |
427
| – | – | 0.01% | 540 |
|
|
2016
Q2 | $15.1K | Hold |
427
| – | – | 0.01% | 519 |
|
|
2016
Q1 | $13.9K | Buy |
+427
| New | +$13.9K | 0.01% | 533 |
|