Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,337
| Closed | -$135K | – | 475 |
|
|
2020
Q2 | $135K | Hold |
9,337
| – | – | 0.02% | 174 |
|
|
2020
Q1 | $121K | Hold |
9,337
| – | – | 0.02% | 173 |
|
|
2019
Q4 | $177K | Hold |
9,337
| – | – | 0.02% | 178 |
|
|
2019
Q3 | $170K | Hold |
9,337
| – | – | 0.03% | 169 |
|
|
2019
Q2 | $169K | Hold |
9,337
| – | – | 0.03% | 154 |
|
|
2019
Q1 | $167K | Buy |
+9,337
| New | +$167K | 0.03% | 142 |
|