Cornerstone Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
9,514
-674
| -7% | -$14K | 0.04% | 88 |
|
|
2025
Q1 | $201K | Buy |
10,188
+65
| +0.6% | +$1.28K | 0.05% | 85 |
|
|
2024
Q4 | $224K | Sell |
10,123
-1,189
| -11% | -$26.3K | 0.05% | 68 |
|
|
2024
Q3 | $244K | Buy |
11,312
+123
| +1% | +$2.66K | 0.06% | 63 |
|
|
2024
Q2 | $229K | Sell |
11,189
-969
| -8% | -$19.9K | 0.07% | 71 |
|
|
2024
Q1 | $244K | Sell |
12,158
-2,795
| -19% | -$56.2K | 0.08% | 66 |
|
|
2023
Q4 | $316K | Sell |
14,953
-5,608
| -27% | -$119K | 0.1% | 59 |
|
|
2023
Q3 | $395K | Sell |
20,561
-1,907
| -8% | -$36.6K | 0.15% | 56 |
|
|
2023
Q2 | $432K | Buy |
+22,468
| New | +$432K | 0.17% | 56 |
|
|
2022
Q4 | $464K | Buy |
+22,420
| New | +$464K | 0.19% | 58 |
|