Ahrens Investment Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $29.3K | Buy |
+800
| New | +$29.3K | 0.01% | 405 |
|
2022
Q3 | – | Sell |
-800
| Closed | -$28K | – | 692 |
|
2022
Q2 | $28K | Hold |
800
| – | – | 0.01% | 437 |
|
2022
Q1 | $31K | Hold |
800
| – | – | 0.01% | 504 |
|
2021
Q4 | $32K | Buy |
+800
| New | +$32K | 0.01% | 493 |
|
2017
Q3 | – | Sell |
-8,300
| Closed | -$200K | – | 174 |
|
2017
Q2 | $200K | Buy |
+8,300
| New | +$200K | 0.09% | 144 |
|