Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$21.9K | – | 389 |
|
|
2024
Q3 | $21.9K | Hold |
1,000
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $19.6K | Hold |
1,000
| – | – | ﹤0.01% | 620 |
|
|
2024
Q1 | $20.7K | Buy |
+1,000
| New | +$20.7K | ﹤0.01% | 637 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$19.2K | – | 681 |
|
|
2023
Q3 | $19.2K | Hold |
1,000
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $19.2K | Buy |
+1,000
| New | +$19.2K | ﹤0.01% | 653 |
|
|
2023
Q1 | – | Sell |
-1,400
| Closed | -$29K | – | 691 |
|
|
2022
Q4 | $29K | Buy |
1,400
+463
| +49% | +$9.58K | 0.01% | 602 |
|
|
2022
Q3 | $17K | Buy |
+937
| New | +$17K | ﹤0.01% | 636 |
|