Guardian Wealth Advisors (North Carolina)’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
Q3 | – | Sell |
-1,910
| Closed | -$37.5K | – | 466 |
|
|
2024
Q2 | $37.5K | Hold |
1,910
| – | – | ﹤0.01% | 314 |
|
|
2024
Q1 | $39.4K | Hold |
1,910
| – | – | ﹤0.01% | 335 |
|
|
2023
Q4 | $40.4K | Hold |
1,910
| – | – | 0.01% | 321 |
|
|
2023
Q3 | $36.7K | Hold |
1,910
| – | – | 0.01% | 315 |
|
|
2023
Q2 | $36.7K | Hold |
1,910
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $38K | Hold |
1,910
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $39.5K | Hold |
1,910
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $36K | Hold |
1,910
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $39K | Hold |
1,910
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $42K | Hold |
1,910
| – | – | 0.02% | 191 |
|
|
2021
Q4 | $40K | Buy |
+1,910
| New | +$40K | 0.02% | 181 |
|