Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
2,605
+2
| +0.1% | +$96 | ﹤0.01% | 1407 |
|
|
2025
Q1 | $116K | Buy |
2,603
+2
| +0.1% | +$89 | ﹤0.01% | 1158 |
|
|
2024
Q4 | $123K | Sell |
2,601
-1,665
| -39% | -$78.5K | ﹤0.01% | 1163 |
|
|
2024
Q3 | $199K | Buy |
4,266
+6
| +0.1% | +$279 | ﹤0.01% | 821 |
|
|
2024
Q2 | $187K | Buy |
4,260
+6
| +0.1% | +$263 | ﹤0.01% | 838 |
|
|
2024
Q1 | $181K | Buy |
4,254
+7
| +0.2% | +$298 | ﹤0.01% | 817 |
|
|
2023
Q4 | $169K | Buy |
4,247
+7
| +0.2% | +$279 | ﹤0.01% | 770 |
|
|
2023
Q3 | $155K | Buy |
4,240
+7
| +0.2% | +$256 | ﹤0.01% | 752 |
|
|
2023
Q2 | $162K | Sell |
4,233
-189
| -4% | -$7.23K | ﹤0.01% | 750 |
|
|
2023
Q1 | $162K | Buy |
4,422
+8
| +0.2% | +$293 | ﹤0.01% | 695 |
|
|
2022
Q4 | $161K | Buy |
4,414
+8
| +0.2% | +$292 | ﹤0.01% | 681 |
|
|
2022
Q3 | $142K | Buy |
4,406
+8
| +0.2% | +$258 | ﹤0.01% | 671 |
|
|
2022
Q2 | $152K | Buy |
4,398
+9
| +0.2% | +$311 | ﹤0.01% | 613 |
|
|
2022
Q1 | $169K | Sell |
4,389
-1,303
| -23% | -$50.2K | ﹤0.01% | 583 |
|
|
2021
Q4 | $226K | Buy |
5,692
+1
| +0% | +$40 | ﹤0.01% | 504 |
|
|
2021
Q3 | $205K | Buy |
5,691
+5,502
| +2,911% | +$198K | ﹤0.01% | 477 |
|
|
2021
Q2 | $7K | Buy |
+189
| New | +$7K | ﹤0.01% | 1134 |
|