Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5
| Closed | – | – | 1237 |
|
|
2021
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2086 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 886 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q4 | $0 | Sell |
4
-132
| -97% | – | ﹤0.01% | 1413 |
|
|
2019
Q3 | $4K | Hold |
136
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q2 | $4K | Hold |
136
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q1 | $4K | Buy |
136
+132
| +3,300% | +$3.88K | ﹤0.01% | 999 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1244 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1269 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1274 |
|
|
2018
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1171 |
|