Apriem Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,740
| Closed | -$22K | – | 560 |
|
|
2015
Q3 | $22K | Hold |
1,740
| – | – | 0.01% | 281 |
|
|
2015
Q2 | $23K | Hold |
1,740
| – | – | 0.01% | 302 |
|
|
2015
Q1 | $23K | Hold |
1,740
| – | – | 0.01% | 300 |
|
|
2014
Q4 | $23K | Hold |
1,740
| – | – | 0.01% | 279 |
|
|
2014
Q3 | $22K | Hold |
1,740
| – | – | 0.01% | 295 |
|
|
2014
Q2 | $22K | Buy |
+1,740
| New | +$22K | 0.01% | 271 |
|