Tyler-Stone 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 | – | Sell |
-9,646
| Closed | -$207K | – | 336 |
|
|
2025
Q1 | $207K | Buy |
9,646
+99
| +1% | +$2.13K | 0.04% | 311 |
|
|
2024
Q4 | $203K | Buy |
+9,547
| New | +$203K | 0.04% | 311 |
|
|
2024
Q3 | – | Sell |
-4,245
| Closed | -$83.4K | – | 728 |
|
|
2024
Q2 | $83.4K | Buy |
4,245
+46
| +1% | +$903 | 0.03% | 306 |
|
|
2024
Q1 | $86.7K | Sell |
4,199
-993
| -19% | -$20.5K | 0.04% | 294 |
|
|
2023
Q4 | $110K | Buy |
5,192
+84
| +2% | +$1.78K | 0.06% | 255 |
|
|
2023
Q3 | $98K | Buy |
5,108
+58
| +1% | +$1.11K | 0.06% | 255 |
|
|
2023
Q2 | $97K | Buy |
+5,050
| New | +$97K | 0.05% | 253 |
|
|
2022
Q4 | $103K | Buy |
4,978
+60
| +1% | +$1.24K | 0.07% | 228 |
|
|
2022
Q3 | $91K | Buy |
4,918
+47
| +1% | +$870 | 0.07% | 232 |
|
|
2022
Q2 | $100K | Buy |
4,871
+47
| +1% | +$965 | 0.07% | 237 |
|
|
2022
Q1 | $105K | Buy |
4,824
+48
| +1% | +$1.05K | 0.06% | 246 |
|
|
2021
Q4 | $101K | Buy |
+4,776
| New | +$101K | 0.05% | 268 |
|