Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
14,540
-407
| -3% | -$8.31K | 0.02% | 576 |
|
|
2025
Q1 | $321K | Buy |
14,947
+143
| +1% | +$3.07K | 0.03% | 520 |
|
|
2024
Q4 | $315K | Sell |
14,804
-14,068
| -49% | -$299K | 0.02% | 590 |
|
|
2024
Q3 | $633K | Buy |
28,872
+14,353
| +99% | +$315K | 0.05% | 393 |
|
|
2024
Q2 | $285K | Buy |
14,519
+355
| +3% | +$6.97K | 0.03% | 539 |
|
|
2024
Q1 | $293K | Sell |
14,164
-122
| -0.9% | -$2.52K | 0.03% | 485 |
|
|
2023
Q4 | $302K | Buy |
14,286
+150
| +1% | +$3.17K | 0.03% | 474 |
|
|
2023
Q3 | $271K | Buy |
+14,136
| New | +$271K | 0.05% | 340 |
|