BKM Wealth Management’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 | $547K | Sell |
26,799
-363
| -1% | -$7.41K | 0.21% | 100 |
|
|
2025
Q1 | $583K | Sell |
27,162
-437
| -2% | -$9.38K | 0.24% | 97 |
|
|
2024
Q4 | $587K | Buy |
27,599
+1,512
| +6% | +$32.1K | 0.24% | 96 |
|
|
2024
Q3 | $572K | Sell |
26,087
-996
| -4% | -$21.8K | 0.23% | 109 |
|
|
2024
Q2 | $532K | Sell |
27,083
-1,570
| -5% | -$30.8K | 0.26% | 102 |
|
|
2024
Q1 | $592K | Hold |
28,653
| – | – | 0.25% | 96 |
|
|
2023
Q4 | $606K | Buy |
+28,653
| New | +$606K | 0.26% | 91 |
|