Westside Investment 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 | $20.4K | Hold |
1,000
| – | – | ﹤0.01% | 675 |
|
2025
Q1 | $21.5K | Hold |
1,000
| – | – | ﹤0.01% | 550 |
|
2024
Q4 | $21.3K | Hold |
1,000
| – | – | ﹤0.01% | 553 |
|
2024
Q3 | $21.9K | Hold |
1,000
| – | – | ﹤0.01% | 559 |
|
2024
Q2 | $19.6K | Hold |
1,000
| – | – | ﹤0.01% | 550 |
|
2024
Q1 | $20.7K | Hold |
1,000
| – | – | 0.01% | 512 |
|
2023
Q4 | $21.1K | Hold |
1,000
| – | – | 0.01% | 487 |
|
2023
Q3 | $19.2K | Sell |
1,000
-255
| -20% | -$4.89K | 0.01% | 488 |
|
2023
Q2 | $24.1K | Sell |
1,255
-255
| -17% | -$4.9K | 0.01% | 470 |
|
2023
Q1 | $30.1K | Hold |
1,510
| – | – | 0.01% | 437 |
|
2022
Q4 | $31 | Hold |
1,510
| – | – | ﹤0.01% | 470 |
|
2022
Q3 | $28 | Hold |
1,510
| – | – | ﹤0.01% | 470 |
|
2022
Q2 | $31 | Hold |
1,510
| – | – | ﹤0.01% | 459 |
|
2022
Q1 | $32 | Hold |
1,510
| – | – | ﹤0.01% | 468 |
|
2021
Q4 | $31 | Hold |
1,510
| – | – | ﹤0.01% | 445 |
|
2021
Q3 | $29 | Hold |
1,510
| – | – | ﹤0.01% | 442 |
|
2021
Q2 | $31 | Hold |
1,510
| – | – | ﹤0.01% | 424 |
|
2021
Q1 | $30 | Hold |
1,510
| – | – | ﹤0.01% | 415 |
|
2020
Q4 | $26 | Hold |
1,510
| – | – | ﹤0.01% | 399 |
|
2020
Q3 | $21 | Hold |
1,510
| – | – | ﹤0.01% | 422 |
|
2020
Q2 | $21 | Hold |
1,510
| – | – | ﹤0.01% | 400 |
|
2020
Q1 | $19 | Buy |
+1,510
| New | +$19 | ﹤0.01% | 399 |
|
2019
Q2 | $9 | Buy |
+510
| New | +$9 | ﹤0.01% | 490 |
|
2018
Q4 | $8.08K | Hold |
510
| – | – | ﹤0.01% | 506 |
|
2018
Q3 | $9.13K | Hold |
510
| – | – | ﹤0.01% | 512 |
|
2018
Q2 | $8.96K | Hold |
510
| – | – | ﹤0.01% | 587 |
|
2018
Q1 | $8.53K | Hold |
510
| – | – | ﹤0.01% | 574 |
|
2017
Q4 | $9.2K | Hold |
510
| – | – | 0.01% | 580 |
|
2017
Q3 | $8.76K | Hold |
510
| – | – | 0.01% | 577 |
|
2017
Q2 | $8.47K | Hold |
510
| – | – | 0.01% | 577 |
|
2017
Q1 | $8.66K | Buy |
+510
| New | +$8.66K | ﹤0.01% | 542 |
|