Wealth Enhancement Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $764K | Sell |
35,888
-1,716
| -5% | -$36.5K | ﹤0.01% | 1900 |
|
2025
Q1 | $807K | Sell |
37,604
-2,544
| -6% | -$54.6K | ﹤0.01% | 1716 |
|
2024
Q4 | $854K | Buy |
40,148
+13,571
| +51% | +$289K | ﹤0.01% | 1618 |
|
2024
Q3 | $583K | Sell |
26,577
-967
| -4% | -$21.2K | ﹤0.01% | 1714 |
|
2024
Q2 | $541K | Sell |
27,544
-1,695
| -6% | -$33.3K | ﹤0.01% | 1599 |
|
2024
Q1 | $604K | Sell |
29,239
-1,938
| -6% | -$40K | ﹤0.01% | 1472 |
|
2023
Q4 | $659K | Buy |
31,177
+83
| +0.3% | +$1.76K | ﹤0.01% | 1347 |
|
2023
Q3 | $597K | Buy |
+31,094
| New | +$597K | ﹤0.01% | 1335 |
|