LGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Hold |
1,000
| – | – | 0.05% | 160 |
|
|
2025
Q1 | $21.5K | Hold |
1,000
| – | – | 0.07% | 149 |
|
|
2024
Q4 | $21.3K | Hold |
1,000
| – | – | 0.05% | 300 |
|
|
2024
Q3 | $21.9K | Hold |
1,000
| – | – | 0.05% | 262 |
|
|
2024
Q2 | $19.6K | Hold |
1,000
| – | – | 0.04% | 307 |
|
|
2024
Q1 | $20.7K | Hold |
1,000
| – | – | 0.02% | 357 |
|
|
2023
Q4 | $21.1K | Hold |
1,000
| – | – | 0.03% | 339 |
|
|
2023
Q3 | $19.2K | Hold |
1,000
| – | – | 0.02% | 350 |
|
|
2023
Q2 | $19.2K | Buy |
+1,000
| New | +$19.2K | 0.02% | 184 |
|