Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-163
| Closed | -$3.13K | – | 469 |
|
|
2023
Q2 | $3.13K | Buy |
163
+1
| +0.6% | +$19 | ﹤0.01% | 482 |
|
|
2023
Q1 | $3.24K | Hold |
162
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $3.37K | Sell |
162
-54
| -25% | -$1.12K | ﹤0.01% | 434 |
|
|
2022
Q3 | $4K | Hold |
216
| – | – | ﹤0.01% | 434 |
|
|
2022
Q2 | $4K | Hold |
216
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $5K | Hold |
216
| – | – | ﹤0.01% | 454 |
|
|
2021
Q4 | $5K | Sell |
216
-109
| -34% | -$2.52K | ﹤0.01% | 494 |
|
|
2021
Q3 | $6K | Hold |
325
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $7K | Buy |
325
+2
| +0.6% | +$43 | ﹤0.01% | 479 |
|
|
2021
Q1 | $7K | Buy |
323
+3
| +0.9% | +$65 | ﹤0.01% | 455 |
|
|
2020
Q4 | $6K | Buy |
+320
| New | +$6K | ﹤0.01% | 435 |
|