Foundations Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-84,386
| Closed | -$1.79M | – | 911 |
|
|
2024
Q4 | $1.79M | Sell |
84,386
-67
| -0.1% | -$1.42K | 0.03% | 304 |
|
|
2024
Q3 | $1.85M | Hold |
84,453
| – | – | 0.04% | 283 |
|
|
2024
Q2 | $1.66M | Buy |
84,453
+324
| +0.4% | +$6.36K | 0.04% | 256 |
|
|
2024
Q1 | $1.74M | Sell |
84,129
-63
| -0.1% | -$1.3K | 0.05% | 246 |
|
|
2023
Q4 | $1.71M | Hold |
84,192
| – | – | 0.05% | 245 |
|
|
2023
Q3 | $1.62M | Hold |
84,192
| – | – | 0.05% | 241 |
|
|
2023
Q2 | $1.62M | Hold |
84,192
| – | – | 0.05% | 216 |
|
|
2023
Q1 | $1.68M | Hold |
84,192
| – | – | 0.06% | 184 |
|
|
2022
Q4 | $1.74M | Hold |
84,192
| – | – | 0.07% | 149 |
|
|
2022
Q3 | $1.57M | Buy |
+84,192
| New | +$1.57M | 0.07% | 121 |
|