WFA of San Diego’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3K | Buy |
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2024
Q3 | $70.7K | Hold |
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|
2024
Q2 | $69.6K | Buy |
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|
2023
Q3 | $73.3K | Sell |
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|
2023
Q2 | $80.9K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $123K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $152K | Sell |
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|
2021
Q3 | $183K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $198K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $143K | Buy |
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