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WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,771
| Closed | -$87K | – | 494 |
|
|
2021
Q2 | $87K | Sell |
3,771
-2,370
| -39% | -$54.7K | 0.01% | 382 |
|
|
2021
Q1 | $138K | Buy |
+6,141
| New | +$138K | 0.02% | 303 |
|
|
2020
Q4 | – | Sell |
-10,912
| Closed | -$191K | – | 355 |
|
|
2020
Q3 | $191K | Buy |
10,912
+10,493
| +2,504% | +$184K | 0.07% | 245 |
|
|
2020
Q2 | $8K | Buy |
+419
| New | +$8K | ﹤0.01% | 296 |
|