Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $392K | Buy |
|
|||||
|
2025
Q3 | $402K | Buy |
|
|||||
|
2025
Q2 | $390K | Buy |
|
|||||
|
2025
Q1 | $410K | Buy |
|
|||||
|
2024
Q4 | $406K | Buy |
|
|||||
|
2024
Q3 | $38K | Sell |
|
|||||
|
2024
Q2 | $83K | Buy |
|
|||||
|
2024
Q1 | $33K | Buy |
|
|||||
|
2023
Q4 | $34K | Buy |
|
|||||
|
2023
Q3 | $30K | Sell |
|
|||||
|
2023
Q2 | $42K | Buy |
|
|||||
|
2023
Q1 | $43K | Buy |
|
|||||
|
2022
Q4 | $25K | Buy |
|
|||||
|
2022
Q3 | $22K | Buy |
|
|||||
|
2022
Q2 | $8K | Hold |
|
|||||
|
2022
Q1 | $9K | Hold |
|
|||||
|
2021
Q4 | $8K | Buy |
|