Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,300
| Closed | -$23K | – | 1601 |
|
|
2019
Q1 | $23K | Buy |
1,300
+1,000
| +333% | +$17.7K | ﹤0.01% | 1220 |
|
|
2018
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 1746 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 1817 |
|
|
2018
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 1809 |
|
|
2018
Q1 | $5K | Sell |
300
-300
| -50% | -$5K | ﹤0.01% | 1821 |
|
|
2017
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 1557 |
|
|
2017
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 1580 |
|
|
2017
Q2 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 1538 |
|