Kozak & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $168K | Sell |
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|
2025
Q2 | $194K | Buy |
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|
2025
Q1 | $176K | Buy |
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|
2024
Q4 | $189K | Buy |
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|
2024
Q3 | $197K | Sell |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2020
Q4 | $214K | Buy |
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