WealthSource Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $1.79M | Buy |
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2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $378K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $214K | Buy |
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|
2017
Q3 | $226K | Sell |
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|
2017
Q2 | $225K | Buy |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $231K | Buy |
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|
2016
Q3 | $216K | Sell |
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|
2016
Q2 | $431K | Buy |
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|
2016
Q1 | $340K | Buy |
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