B. Riley Wealth Advisors’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $519K | Buy |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $806K | Buy |
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|
2021
Q4 | $585K | Hold |
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|
2021
Q3 | $550K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $200K | Buy |
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