JNBA Financial 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
Q1 | – | Sell |
-140
| Closed | -$3K | – | 804 |
|
|
2021
Q4 | $3K | Hold |
140
| – | – | ﹤0.01% | 703 |
|
|
2021
Q3 | $3K | Hold |
140
| – | – | ﹤0.01% | 645 |
|
|
2021
Q2 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 597 |
|
|
2017
Q4 | – | Sell |
-2,000
| Closed | -$34K | – | 485 |
|
|
2017
Q3 | $34K | Hold |
2,000
| – | – | 0.01% | 248 |
|
|
2017
Q2 | $34K | Hold |
2,000
| – | – | 0.01% | 240 |
|
|
2017
Q1 | $34K | Hold |
2,000
| – | – | 0.01% | 236 |
|
|
2016
Q4 | $34K | Buy |
+2,000
| New | +$34K | 0.01% | 242 |
|