Bouchey Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,600
| Closed | -$150K | – | 71 |
|
|
2020
Q1 | $150K | Hold |
11,600
| – | – | 0.04% | 60 |
|
|
2019
Q4 | $220K | Hold |
11,600
| – | – | 0.05% | 71 |
|
|
2019
Q3 | $212K | Hold |
11,600
| – | – | 0.05% | 70 |
|
|
2019
Q2 | $210K | Hold |
11,600
| – | – | 0.05% | 67 |
|
|
2019
Q1 | $207K | Buy |
+11,600
| New | +$207K | 0.05% | 68 |
|
|
2018
Q1 | – | Sell |
-750,518
| Closed | -$13.4M | – | 71 |
|
|
2017
Q4 | $13.4M | Buy |
750,518
+22,572
| +3% | +$402K | 3.87% | 10 |
|
|
2017
Q3 | $12.5M | Buy |
727,946
+22,648
| +3% | +$388K | 3.91% | 8 |
|
|
2017
Q2 | $11.9M | Buy |
705,298
+56,834
| +9% | +$957K | 3.8% | 8 |
|
|
2017
Q1 | $11.1M | Buy |
+648,464
| New | +$11.1M | 3.85% | 9 |
|