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WealthShield Partners’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
2021
Q3
Sell
-4,409
Closed -$91K 493
2021
Q2
$91K Buy
+4,409
New +$91K 0.01% 375
2020
Q4
Sell
-4,410
Closed -$59K 354
2020
Q3
$59K Hold
4,410
0.02% 297
2020
Q2
$60K Hold
4,410
0.03% 241
2020
Q1
$48K Sell
4,410
-7,465
-63% -$81.3K 0.03% 191
2019
Q4
$260K Hold
11,875
0.13% 154
2019
Q3
$248K Hold
11,875
0.13% 150
2019
Q2
$255K Buy
+11,875
New +$255K 0.15% 127