Revisor 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 | $343K | Hold |
15,960
| – | – | 0.12% | 197 |
|
|
2025
Q1 | $343K | Buy |
+15,960
| New | +$343K | 0.15% | 157 |
|
|
2024
Q4 | – | Sell |
-14,460
| Closed | -$317K | – | 161 |
|
|
2024
Q3 | $317K | Hold |
14,460
| – | – | 0.2% | 118 |
|
|
2024
Q2 | $284K | Sell |
14,460
-14,460
| -50% | -$284K | 0.2% | 120 |
|
|
2024
Q1 | $604K | Buy |
+28,920
| New | +$604K | 0.27% | 94 |
|
|
2023
Q4 | – | Sell |
-14,460
| Closed | -$277K | – | 162 |
|
|
2023
Q3 | $277K | Sell |
14,460
-11,475
| -44% | -$220K | 0.24% | 115 |
|
|
2023
Q2 | $498K | Sell |
25,935
-11,475
| -31% | -$221K | 0.45% | 51 |
|
|
2023
Q1 | $745K | Buy |
+37,410
| New | +$745K | 0.68% | 35 |
|