Cedar Brook Financial 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
Q2 | – | Sell |
-55,138
| Closed | -$1.14M | – | 286 |
|
|
2024
Q1 | $1.14M | Buy |
55,138
+3,033
| +6% | +$62.6K | 0.23% | 107 |
|
|
2023
Q4 | $1.08M | Sell |
52,105
-5,720
| -10% | -$119K | 0.24% | 99 |
|
|
2023
Q3 | $1.11M | Buy |
57,825
+2,076
| +4% | +$39.8K | 0.29% | 87 |
|
|
2023
Q2 | $1.07M | Buy |
55,749
+594
| +1% | +$11.4K | 0.25% | 91 |
|
|
2023
Q1 | $1.1M | Buy |
55,155
+7,252
| +15% | +$144K | 0.28% | 90 |
|
|
2022
Q4 | $991K | Buy |
47,903
+18,761
| +64% | +$388K | 0.28% | 99 |
|
|
2022
Q3 | $542K | Buy |
+29,142
| New | +$542K | 0.17% | 150 |
|