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