B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+11,585
| New | +$236K | 0.01% | 787 |
|
|
2024
Q4 | $444K | Sell |
20,897
-3,235
| -13% | -$68.8K | 0.01% | 735 |
|
|
2024
Q3 | $520K | Sell |
24,132
-2,381
| -9% | -$51.3K | 0.01% | 730 |
|
|
2024
Q2 | $521K | Sell |
26,513
-514
| -2% | -$10.1K | 0.01% | 797 |
|
|
2024
Q1 | $519K | Buy |
27,027
+3,191
| +13% | +$61.2K | 0.01% | 771 |
|
|
2023
Q4 | $504K | Sell |
23,836
-3,191
| -12% | -$67.5K | 0.01% | 808 |
|
|
2023
Q3 | $519K | Buy |
27,027
+5,870
| +28% | +$113K | 0.01% | 771 |
|
|
2023
Q2 | $407K | Buy |
21,157
+6,623
| +46% | +$127K | 0.01% | 965 |
|
|
2023
Q1 | $290K | Sell |
14,534
-3,523
| -20% | -$70.2K | 0.01% | 1083 |
|
|
2022
Q4 | $374K | Sell |
18,057
-149
| -0.8% | -$3.08K | 0.01% | 924 |
|
|
2022
Q3 | $339K | Sell |
18,206
-20,264
| -53% | -$377K | 0.01% | 942 |
|
|
2022
Q2 | $791K | Buy |
38,470
+1,549
| +4% | +$31.9K | 0.03% | 493 |
|
|
2022
Q1 | $806K | Buy |
36,921
+9,163
| +33% | +$200K | 0.03% | 553 |
|
|
2021
Q4 | $585K | Hold |
27,758
| – | – | 0.02% | 731 |
|
|
2021
Q3 | $550K | Buy |
27,758
+8,940
| +48% | +$177K | 0.02% | 727 |
|
|
2021
Q2 | $389K | Buy |
18,818
+436
| +2% | +$9.01K | 0.01% | 897 |
|
|
2021
Q1 | $373K | Buy |
18,382
+6,888
| +60% | +$140K | 0.01% | 878 |
|
|
2020
Q4 | $200K | Buy |
+11,494
| New | +$200K | 0.01% | 929 |
|