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KBWDKBWD
18 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF

Steward Partners Investment Advisory, LLC previously held 0 shares of KBWD (INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF), worth $0 as of 2024-Q1.

Final Value

$0

Final Shares

0

Total Value Change

-$47,000

Total Shares Change

-2,200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2024-Q1
Latest
Exited
0
-100.0%
$00.0%$11.42
0
2023-Q4
Decreased
634
-61.3%
$10,0550.0%$11.36
0
2023-Q3
Increased
1,639
+51.6%
$24,8960.0%$10.57
27
2023-Q2
Unchanged
1,081
0.0%
$16,8960.0%$10.55
0
2023-Q1
Decreased
1,081
-11.9%
$15,9450.0%$9.64
0
2022-Q4
Increased
1,227
+45.0%
$18,2330.0%$9.45
25
2022-Q3
New
846
-
$12,0000.0%$8.57
24
2021-Q4
Exited
0
-100.0%
$00.0%$11.69
0
2021-Q3
Unchanged
600
0.0%
$12,0000.0%$11.50
0
2021-Q2
Decreased
600
-72.7%
$12,0000.0%$11.44
0
2021-Q1
Increased
2,200
+175.0%
$21.6M0.0%$10.69
46
2020-Q4
Unchanged
800
0.0%
$13,0000.0%$8.86
0
2020-Q3
Unchanged
800
0.0%
$11,0000.0%$7.02
0
2020-Q2
Decreased
800
-38.5%
$11,0000.0%$6.92
0
2020-Q1
Decreased
1,300
-40.9%
$14,0000.0%$5.34
0
2019-Q4
Unchanged
2,200
0.0%
$48,0000.0%$10.50
0
2019-Q3
Unchanged
2,200
0.0%
$45,0000.0%$9.77
0
2019-Q2
New
2,200
-
$47,0000.0%$9.82
28

Other major holders of KBWD: WELLS FARGO & COMPANY/MN, HighTower Advisors, LLC

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