WWM
Wagner Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185 | Buy |
12
+1
| +9% | +$15 | ﹤0.01% | 248 |
|
|
2025
Q1 | $192 | Sell |
11
-50
| -82% | -$873 | ﹤0.01% | 238 |
|
|
2024
Q4 | $1.08K | Buy |
61
+2
| +3% | +$36 | ﹤0.01% | 232 |
|
|
2024
Q3 | $1.25K | Hold |
59
| – | – | ﹤0.01% | 217 |
|
|
2024
Q2 | $1.05K | Buy |
+59
| New | +$1.05K | ﹤0.01% | 250 |
|