Planning Capital Management Corporation’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
2024
Q3
$111K Sell
5,076
-607
-11% -$13.3K 0.07% 125
2024
Q2
$112K Hold
5,683
0.08% 130
2024
Q1
$117K Hold
5,683
0.09% 120
2023
Q4
$120K Buy
+5,683
New +$120K 0.09% 116