WP
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 |
|