Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08K | Sell |
249
-257
| -51% | -$5.25K | ﹤0.01% | 1029 |
|
|
2025
Q1 | $10.9K | Buy |
506
+257
| +103% | +$5.52K | ﹤0.01% | 797 |
|
|
2024
Q4 | $5.29K | Hold |
249
| – | – | ﹤0.01% | 972 |
|
|
2024
Q3 | $5.46K | Hold |
249
| – | – | ﹤0.01% | 955 |
|
|
2024
Q2 | $4.89K | Hold |
249
| – | – | ﹤0.01% | 961 |
|
|
2024
Q1 | $5.14K | Sell |
249
-810
| -76% | -$16.7K | ﹤0.01% | 934 |
|
|
2023
Q4 | $22.4K | Buy |
1,059
+810
| +325% | +$17.1K | 0.01% | 566 |
|
|
2023
Q3 | $4.78K | Hold |
249
| – | – | ﹤0.01% | 926 |
|
|
2023
Q2 | $4.79K | Hold |
249
| – | – | ﹤0.01% | 953 |
|
|
2023
Q1 | $4.96K | Hold |
249
| – | – | ﹤0.01% | 818 |
|
|
2022
Q4 | $4.63K | Hold |
249
| – | – | ﹤0.01% | 805 |
|
|
2022
Q3 | $5K | Hold |
249
| – | – | ﹤0.01% | 800 |
|
|
2022
Q2 | $5K | Hold |
249
| – | – | ﹤0.01% | 805 |
|
|
2022
Q1 | $5K | Hold |
249
| – | – | ﹤0.01% | 797 |
|
|
2021
Q4 | $5K | Hold |
249
| – | – | ﹤0.01% | 721 |
|
|
2021
Q3 | $5K | Hold |
249
| – | – | ﹤0.01% | 708 |
|
|
2021
Q2 | $5K | Hold |
249
| – | – | ﹤0.01% | 689 |
|
|
2021
Q1 | $5K | Hold |
249
| – | – | ﹤0.01% | 601 |
|
|
2020
Q4 | $4K | Buy |
+249
| New | +$4K | ﹤0.01% | 590 |
|