Meridian Wealth Management’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 | $402K | Sell |
19,718
-1,883
| -9% | -$38.4K | 0.02% | 501 |
|
|
2025
Q1 | $464K | Sell |
21,601
-101,877
| -83% | -$2.19M | 0.02% | 427 |
|
|
2024
Q4 | $2.63M | Sell |
123,478
-68,966
| -36% | -$1.47M | 0.12% | 161 |
|
|
2024
Q3 | $4.22M | Buy |
192,444
+12,965
| +7% | +$284K | 0.21% | 108 |
|
|
2024
Q2 | $3.52M | Buy |
+179,479
| New | +$3.52M | 0.42% | 58 |
|
|
2024
Q1 | – | Sell |
-171,371
| Closed | -$3.62M | – | 407 |
|
|
2023
Q4 | $3.62M | Buy |
+171,371
| New | +$3.62M | 0.23% | 94 |
|
|
2019
Q3 | – | Sell |
-4,989
| Closed | -$905 | – | 400 |
|
|
2019
Q2 | $905 | Buy |
+4,989
| New | +$905 | 0.04% | 288 |
|
|
2017
Q3 | – | Sell |
-46,102
| Closed | -$776K | – | 174 |
|
|
2017
Q2 | $776K | Sell |
46,102
-16,888
| -27% | -$284K | 0.49% | 42 |
|
|
2017
Q1 | $1.08M | Buy |
62,990
+3,001
| +5% | +$51.2K | 0.64% | 33 |
|
|
2016
Q4 | $1.02M | Buy |
+59,989
| New | +$1.02M | 0.81% | 27 |
|