IP
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Intellectus Partners’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Intellectus Partners’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,600
Closed -$29K – 341
2019
Q1 		$29K Buy
+1,600
New +$27.6K 0.01% 291
2018
Q4 		– Sell
-1,600
Closed -$29K – 451
2018
Q3 		$29K Buy
+1,600
New +$28.8K 0.01% 397
2018
Q2 		– Sell
-1,600
Closed -$27K – 607
2018
Q1 		$27K Hold
1,600
– – 0.01% 400
2017
Q4 		$28K Hold
1,600
– – 0.01% 397
2017
Q3 		$27K Hold
1,600
– – 0.01% 497
2017
Q2 		$27K Hold
1,600
– – 0.01% 466
2017
Q1 		$27K Buy
1,600
+400
+33% +$6.82K 0.01% 419
2016
Q4 		$20K Buy
+1,200
New +$19.4K 0.01% 453

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SL
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AIP
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CAL
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