Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,683
| Closed | -$203K | – | 301 |
|
|
2019
Q4 | $203K | Hold |
10,683
| – | – | 0.01% | 294 |
|
|
2019
Q3 | $196K | Sell |
10,683
-165
| -2% | -$3.03K | 0.01% | 297 |
|
|
2019
Q2 | $199K | Hold |
10,848
| – | – | 0.01% | 288 |
|
|
2019
Q1 | $194K | Hold |
10,848
| – | – | 0.01% | 284 |
|
|
2018
Q4 | $172K | Hold |
10,848
| – | – | 0.01% | 259 |
|
|
2018
Q3 | $195K | Hold |
10,848
| – | – | 0.02% | 243 |
|
|
2018
Q2 | $191K | Hold |
10,848
| – | – | 0.02% | 231 |
|
|
2018
Q1 | $185K | Sell |
10,848
-32
| -0.3% | -$546 | 0.02% | 310 |
|
|
2017
Q4 | $194K | Sell |
10,880
-4,550
| -29% | -$81.1K | 0.02% | 297 |
|
|
2017
Q3 | $265K | Hold |
15,430
| – | – | 0.02% | 302 |
|
|
2017
Q2 | $260K | Buy |
+15,430
| New | +$260K | 0.02% | 278 |
|