Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-240
| Closed | -$4.96K | – | 348 |
|
|
2024
Q1 | $4.96K | Hold |
240
| – | – | ﹤0.01% | 277 |
|
|
2023
Q4 | $4.97K | Hold |
240
| – | – | ﹤0.01% | 218 |
|
|
2023
Q3 | $4.61K | Hold |
240
| – | – | ﹤0.01% | 267 |
|
|
2023
Q2 | $4.61K | Hold |
240
| – | – | ﹤0.01% | 262 |
|
|
2023
Q1 | $4.78K | Hold |
240
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $4.97K | Hold |
240
| – | – | ﹤0.01% | 218 |
|
|
2022
Q3 | $4.46K | Hold |
240
| – | – | ﹤0.01% | 191 |
|
|
2022
Q2 | $4.93K | Buy |
+240
| New | +$4.93K | ﹤0.01% | 190 |
|