New Insight 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 | $2.87M | Sell |
140,618
-29,571
| -17% | -$604K | 1.18% | 22 |
|
|
2025
Q1 | $3.65M | Sell |
170,189
-5,740
| -3% | -$123K | 1.66% | 18 |
|
|
2024
Q4 | $3.74M | Sell |
175,929
-17,114
| -9% | -$364K | 1.87% | 15 |
|
|
2024
Q3 | $4.23M | Sell |
193,043
-1,960
| -1% | -$43K | 2.23% | 15 |
|
|
2024
Q2 | $3.83M | Sell |
195,003
-16,686
| -8% | -$328K | 2.25% | 15 |
|
|
2024
Q1 | $4.37M | Sell |
211,689
-15,292
| -7% | -$316K | 2.73% | 11 |
|
|
2023
Q4 | $4.8M | Buy |
+226,981
| New | +$4.8M | 3.23% | 10 |
|