Spire 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 | $4.39K | Sell |
215
-1,805
| -89% | -$36.8K | ﹤0.01% | 1986 |
|
|
2025
Q1 | $43.4K | Hold |
2,020
| – | – | ﹤0.01% | 1331 |
|
|
2024
Q4 | $43K | Hold |
2,020
| – | – | ﹤0.01% | 1334 |
|
|
2024
Q3 | $44.3K | Sell |
2,020
-1
| -0% | -$22 | ﹤0.01% | 1164 |
|
|
2024
Q2 | $39.7K | Sell |
2,021
-5,366
| -73% | -$105K | ﹤0.01% | 1199 |
|
|
2024
Q1 | $153K | Sell |
7,387
-977
| -12% | -$20.2K | ﹤0.01% | 859 |
|
|
2023
Q4 | $169K | Buy |
8,364
+1,950
| +30% | +$39.4K | 0.01% | 806 |
|
|
2023
Q3 | $123K | Hold |
6,414
| – | – | ﹤0.01% | 876 |
|
|
2023
Q2 | $123K | Sell |
6,414
-3,654
| -36% | -$70.2K | ﹤0.01% | 902 |
|
|
2023
Q1 | $201K | Buy |
10,068
+38
| +0.4% | +$757 | 0.01% | 724 |
|
|
2022
Q4 | $208K | Buy |
10,030
+44
| +0.4% | +$912 | 0.01% | 550 |
|
|
2022
Q3 | $186K | Sell |
9,986
-469
| -4% | -$8.74K | 0.01% | 548 |
|
|
2022
Q2 | $215K | Buy |
10,455
+394
| +4% | +$8.1K | 0.01% | 742 |
|
|
2022
Q1 | $217K | Sell |
10,061
-489
| -5% | -$10.5K | 0.01% | 856 |
|
|
2021
Q4 | $222K | Buy |
10,550
+42
| +0.4% | +$884 | ﹤0.01% | 1048 |
|
|
2021
Q3 | $208K | Buy |
10,508
+39
| +0.4% | +$772 | 0.01% | 902 |
|
|
2021
Q2 | $216K | Sell |
10,469
-667
| -6% | -$13.8K | 0.01% | 922 |
|
|
2021
Q1 | $226K | Buy |
+11,136
| New | +$226K | 0.01% | 1012 |
|