Tempus Wealth Planning’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
2023
Q4
Sell
-11,697
Closed -$178K 195
2023
Q3
$178K Buy
11,697
+452
+4% +$6.87K 0.09% 161
2023
Q2
$176K Buy
11,245
+86
+0.8% +$1.34K 0.08% 181
2023
Q1
$165K Buy
+11,159
New +$165K 0.08% 172