Allworth Financial’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 | $125K | Buy |
|
|||||
|
2025
Q1 | $116K | Buy |
|
|||||
|
2024
Q4 | $123K | Sell |
|
|||||
|
2024
Q3 | $199K | Buy |
|
|||||
|
2024
Q2 | $187K | Buy |
|
|||||
|
2024
Q1 | $181K | Buy |
|
|||||
|
2023
Q4 | $169K | Buy |
|
|||||
|
2023
Q3 | $155K | Buy |
|
|||||
|
2023
Q2 | $162K | Sell |
|
|||||
|
2023
Q1 | $162K | Buy |
|
|||||
|
2022
Q4 | $161K | Buy |
|
|||||
|
2022
Q3 | $142K | Buy |
|
|||||
|
2022
Q2 | $152K | Buy |
|
|||||
|
2022
Q1 | $169K | Sell |
|
|||||
|
2021
Q4 | $226K | Buy |
|
|||||
|
2021
Q3 | $205K | Buy |
|
|||||
|
2021
Q2 | $7K | Buy |
|