Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-513
| Closed | -$6K | – | 573 |
|
|
2020
Q1 | $6K | Hold |
513
| – | – | ﹤0.01% | 582 |
|
|
2019
Q4 | $9K | Buy |
+513
| New | +$9K | ﹤0.01% | 594 |
|
|
2019
Q3 | – | Sell |
-530
| Closed | -$10K | – | 567 |
|
|
2019
Q2 | $10K | Hold |
530
| – | – | 0.01% | 522 |
|
|
2019
Q1 | $9K | Hold |
530
| – | – | 0.01% | 544 |
|
|
2018
Q4 | $8K | Hold |
530
| – | – | 0.01% | 509 |
|
|
2018
Q3 | $10K | Sell |
530
-780
| -60% | -$14.7K | 0.01% | 499 |
|
|
2018
Q2 | $23K | Buy |
+1,310
| New | +$23K | 0.02% | 459 |
|