Advanced Asset Management Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $66.5K | Hold |
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2025
Q1 | $63.2K | Hold |
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2024
Q4 | $63.3K | Hold |
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2024
Q3 | $58.9K | Hold |
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2024
Q2 | $58.9K | Hold |
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2024
Q1 | $58.7K | Hold |
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2023
Q4 | $55K | Hold |
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2023
Q3 | $50.4K | Hold |
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2023
Q2 | $52.8K | Hold |
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2023
Q1 | $50.5K | Hold |
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2022
Q4 | $50.4K | Hold |
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2022
Q3 | $45K | Hold |
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2022
Q2 | $48K | Hold |
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2022
Q1 | $53K | Hold |
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2021
Q4 | $55K | Hold |
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2021
Q3 | $50K | Hold |
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2021
Q2 | $50K | Hold |
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2021
Q1 | $48K | Sell |
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2020
Q4 | $48K | Buy |
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2020
Q2 | – | Sell |
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2020
Q1 | $83K | Sell |
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2019
Q4 | $105K | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $203K | Buy |
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2017
Q4 | $211K | Buy |
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