Jacobus Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $879K | Sell |
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2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $1.06M | Sell |
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|
2016
Q3 | $1.32M | Buy |
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|
2016
Q2 | $1.09M | Hold |
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|
2016
Q1 | $1M | Sell |
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|
2015
Q4 | $975K | Sell |
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|
2015
Q3 | $944K | Hold |
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|
2015
Q2 | $983K | Hold |
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|
2015
Q1 | $998K | Sell |
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|
2014
Q4 | $1.23M | Buy |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $1.01M | Hold |
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|
2014
Q1 | $965K | Buy |
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|
2013
Q4 | $507K | Buy |
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|
2013
Q3 | $453K | Hold |
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|
2013
Q2 | $440K | Buy |
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