Capasso Planning Partners’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	–	Sell	-14,799	Closed	-$325K	–	135
2024 Q3	$325K	Sell	14,799 -2,530	-15%	-$55.5K	0.1%	116
2024 Q2	$340K	Buy	+17,329	New	+$340K	0.11%	109