TPWA
TRUE Private Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-48
| Closed | -$3K | – | 492 |
|
|
2019
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 691 |
|
|
2018
Q4 | – | Sell |
-48
| Closed | -$3.06K | – | 608 |
|
|
2018
Q3 | $3.06K | Buy |
+48
| New | +$3.06K | ﹤0.01% | 976 |
|
|
2017
Q3 | – | Sell |
-81,633
| Closed | -$4.74M | – | 158 |
|
|
2017
Q2 | $4.74M | Buy |
81,633
+6,660
| +9% | +$387K | 1.1% | 19 |
|
|
2017
Q1 | $4.22M | Buy |
74,973
+1,269
| +2% | +$71.3K | 0.96% | 19 |
|
|
2016
Q4 | $4.09M | Buy |
73,704
+13,689
| +23% | +$760K | 1% | 20 |
|
|
2016
Q3 | $3.11M | Buy |
60,015
+664
| +1% | +$34.4K | 1% | 22 |
|
|
2016
Q2 | $2.97M | Sell |
59,351
-8,628
| -13% | -$431K | 0.99% | 22 |
|
|
2016
Q1 | $3.34M | Buy |
+67,979
| New | +$3.34M | 1.3% | 17 |
|