Venturi Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$1.01K | – | 1405 |
|
|
2023
Q4 | $1.01K | Buy |
+50
| New | +$1.01K | ﹤0.01% | 1344 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$898 | – | 1375 |
|
|
2023
Q2 | $898 | Buy |
+50
| New | +$898 | ﹤0.01% | 1030 |
|
|
2018
Q3 | – | Sell |
-14,225
| Closed | -$493K | – | 168 |
|
|
2018
Q2 | $493K | Buy |
+14,225
| New | +$493K | 0.09% | 134 |
|