J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,401
| Closed | -$193K | – | 1987 |
|
|
2022
Q3 | $193K | Buy |
+10,401
| New | +$193K | ﹤0.01% | 1822 |
|
|
2015
Q4 | – | Sell |
-11,420
| Closed | -$145K | – | 1201 |
|
|
2015
Q3 | $145K | Buy |
11,420
+1,120
| +11% | +$14.2K | ﹤0.01% | 966 |
|
|
2015
Q2 | $136K | Hold |
10,300
| – | – | ﹤0.01% | 1003 |
|
|
2015
Q1 | $138K | Hold |
10,300
| – | – | ﹤0.01% | 1075 |
|
|
2014
Q4 | $139K | Hold |
10,300
| – | – | ﹤0.01% | 1033 |
|
|
2014
Q3 | $128K | Hold |
10,300
| – | – | ﹤0.01% | 1025 |
|
|
2014
Q2 | $132K | Hold |
10,300
| – | – | ﹤0.01% | 856 |
|
|
2014
Q1 | $126K | Buy |
+10,300
| New | +$126K | ﹤0.01% | 842 |
|