Stegent Equity Advisors, Inc. KBWP Holdings History
Stegent Equity Advisors, Inc.'s Invesco KBW Property Casualty Insurance ETF Holding Summary
As of 2025-03-31, Stegent Equity Advisors, Inc. held 24,870.00 shares of Invesco KBW Property Casualty Insurance ETF(KBWP), totaling $3.10 Mil. This investment constitutes 3.14% of their stock portfolio, and Stegent Equity Advisors, Inc. now holds 0.65% of the outstanding Invesco KBW Property Casualty Insurance ETF(KBWP) stock.
The initial trade took place in 2021Q4. And since then Stegent Equity Advisors, Inc. has made 4 purchases of KBWP, at an average price of $87.15, for a total of 62,337.00 shares. In addition, there have been 9 sales at an average price of $85.87 for 37,467.00 shares. Based on historical transaction data and KBWP's current price of $119.02, Stegent Equity Advisors, Inc.'s estimated gain on his KBWP holdings is $744,191.03, reflecting a 13.70% gain to date.
Stegent Equity Advisors, Inc. KBWP ($119.02) Holding Chart
Stegent Equity Advisors, Inc. KBWP ($119.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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