Stolper & Co’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 | $608K | Buy |
29,786
+927
| +3% | +$18.9K | 0.2% | 74 |
|
|
2025
Q1 | $620K | Buy |
28,859
+279
| +1% | +$5.99K | 0.2% | 72 |
|
|
2024
Q4 | $608K | Sell |
28,580
-297
| -1% | -$6.32K | 0.2% | 73 |
|
|
2024
Q3 | $633K | Sell |
28,877
-200
| -0.7% | -$4.38K | 0.21% | 74 |
|
|
2024
Q2 | $571K | Buy |
29,077
+610
| +2% | +$12K | 0.2% | 74 |
|
|
2024
Q1 | $588K | Buy |
28,467
+250
| +0.9% | +$5.16K | 0.21% | 74 |
|
|
2023
Q4 | $597K | Buy |
28,217
+225
| +0.8% | +$4.76K | 0.24% | 69 |
|
|
2023
Q3 | $537K | Sell |
27,992
-350
| -1% | -$6.71K | 0.23% | 71 |
|
|
2023
Q2 | $545K | Sell |
28,342
-657
| -2% | -$12.6K | 0.23% | 74 |
|
|
2023
Q1 | $578K | Sell |
28,999
-2,610
| -8% | -$52K | 0.25% | 72 |
|
|
2022
Q4 | $654K | Buy |
+31,609
| New | +$654K | 0.29% | 63 |
|