Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-15,500
| Closed | -$277K | – | 150 |
|
|
2019
Q1 | $277K | Hold |
15,500
| – | – | 0.03% | 122 |
|
|
2018
Q4 | $246K | Hold |
15,500
| – | – | 0.03% | 118 |
|
|
2018
Q3 | $278K | Hold |
15,500
| – | – | 0.02% | 118 |
|
|
2018
Q2 | $273K | Hold |
15,500
| – | – | 0.03% | 117 |
|
|
2018
Q1 | $264K | Hold |
15,500
| – | – | 0.02% | 119 |
|
|
2017
Q4 | $276K | Buy |
+15,500
| New | +$276K | 0.03% | 110 |
|