Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-89,567
| Closed | -$1.63M | – | 64 |
|
|
2019
Q2 | $1.63M | Buy |
89,567
+190
| +0.2% | +$3.46K | 1.54% | 13 |
|
|
2019
Q1 | $1.6M | Buy |
89,377
+4,022
| +5% | +$72K | 1.3% | 19 |
|
|
2018
Q4 | $1.35M | Sell |
85,355
-2,404
| -3% | -$38.1K | 1.34% | 18 |
|
|
2018
Q3 | $1.58M | Buy |
87,759
+24,192
| +38% | +$435K | 1.36% | 23 |
|
|
2018
Q2 | $1.12M | Sell |
63,567
-417,492
| -87% | -$7.34M | 1.19% | 22 |
|
|
2018
Q1 | $8.19M | Buy |
481,059
+26,991
| +6% | +$460K | 7.91% | 5 |
|
|
2017
Q4 | $8.19M | Buy |
+454,068
| New | +$8.19M | 7.4% | 5 |
|