Carolinas Wealth Consulting LLC Invesco Exchange Traded Fd Tr Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 238 shares of PEY stock, worth $5,176. This represents 0.0% of its overall portfolio holdings.

Number of Shares
238
Previous 235 1.28%
Holding current value
$5,176
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$19.4 - $21.93 $58 - $65
3 Added 1.28%
238 $5,000
Q2 2024

Aug 12, 2024
BUY
$19.3 - $20.66 $57 - $61
3 Added 1.29%
235 $4,000
Q1 2024

May 14, 2024
SELL
$19.47 - $21.39 $97 - $106
-5 Reduced 2.11%
232 $4,000
Q4 2023

Feb 13, 2024
BUY
$18.0 - $21.28 $54 - $63
3 Added 1.28%
237 $5,000
Q3 2023

Nov 14, 2023
SELL
$19.01 - $20.79 $19 - $20
-1 Reduced 0.43%
234 $4,000
Q2 2023

Aug 14, 2023
BUY
$18.28 - $20.15 $54 - $60
3 Added 1.29%
235 $4,000
Q1 2023

May 15, 2023
SELL
$18.83 - $21.76 $56 - $65
-3 Reduced 1.28%
232 $4,000
Q4 2022

Feb 14, 2023
BUY
$18.76 - $21.54 $56 - $64
3 Added 1.29%
235 $4,000
Q3 2022

Nov 14, 2022
BUY
$18.59 - $22.0 $37 - $44
2 Added 0.87%
232 $4,000
Q2 2022

Aug 16, 2022
BUY
$19.88 - $22.48 $39 - $44
2 Added 0.88%
230 $5,000
Q1 2022

May 17, 2022
BUY
$20.59 - $22.09 $61 - $66
3 Added 1.33%
228 $5,000
Q4 2021

Feb 14, 2022
SELL
$19.52 - $21.06 $175 - $189
-9 Reduced 3.85%
225 $5,000
Q3 2021

Nov 15, 2021
BUY
$19.38 - $20.78 $58 - $62
3 Added 1.3%
234 $5,000
Q2 2021

Aug 17, 2021
BUY
$20.25 - $21.63 $40 - $43
2 Added 0.87%
231 $5,000
Q1 2021

May 17, 2021
BUY
$17.22 - $20.45 $51 - $61
3 Added 1.33%
229 $5,000
Q4 2020

Feb 16, 2021
BUY
$14.33 - $17.59 $28 - $35
2 Added 0.89%
226 $4,000
Q3 2020

Nov 12, 2020
BUY
$13.69 - $15.37 $41 - $46
3 Added 1.36%
224 $3,000
Q2 2020

Aug 13, 2020
BUY
$12.35 - $16.47 $37 - $49
3 Added 1.38%
221 $3,000
Q1 2020

May 11, 2020
BUY
$11.14 - $19.3 $33 - $57
3 Added 1.4%
218 $3,000
Q4 2019

Feb 14, 2020
BUY
$17.61 - $19.01 $3,786 - $4,087
215 New
215 $4,000

Others Institutions Holding PEY

# of Institutions
211
Shares Held
22.2M
Call Options Held
58.7K
Put Options Held
10.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email