Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $322K | Hold |
15,166
| – | – | 0.07% | 217 |
|
|
2024
Q3 | $333K | Sell |
15,166
-3,972
| -21% | -$87.1K | 0.05% | 306 |
|
|
2024
Q2 | $395K | Hold |
19,138
| – | – | 0.06% | 280 |
|
|
2024
Q1 | $395K | Buy |
19,138
+3,972
| +26% | +$82K | 0.06% | 280 |
|
|
2023
Q4 | $321K | Hold |
15,166
| – | – | 0.06% | 303 |
|
|
2023
Q3 | $291K | Hold |
15,166
| – | – | 0.06% | 307 |
|
|
2023
Q2 | $291K | Buy |
+15,166
| New | +$291K | 0.05% | 296 |
|