SteelPeak Wealth’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
Q1 | – | Sell |
-31,497
| Closed | -$670K | – | 537 |
|
|
2024
Q4 | $670K | Buy |
+31,497
| New | +$670K | 0.03% | 285 |
|
|
2024
Q1 | – | Sell |
-22,050
| Closed | -$466K | – | 461 |
|
|
2023
Q4 | $466K | Buy |
+22,050
| New | +$466K | 0.03% | 273 |
|
|
2023
Q1 | – | Sell |
-23,453
| Closed | -$485K | – | 401 |
|
|
2022
Q4 | $485K | Buy |
+23,453
| New | +$485K | 0.04% | 248 |
|
|
2021
Q1 | – | Sell |
-16,714
| Closed | -$290K | – | 372 |
|
|
2020
Q4 | $290K | Buy |
+16,714
| New | +$290K | 0.03% | 260 |
|
|
2020
Q1 | – | Sell |
-42,182
| Closed | -$801K | – | 263 |
|
|
2019
Q4 | $801K | Buy |
+42,182
| New | +$801K | 0.11% | 153 |
|