Calton & Associates’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $898K | Sell |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $281K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $182K | Sell |
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|
2019
Q4 | $353K | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $230K | Buy |
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|
2017
Q4 | $229K | Buy |
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