Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $399K | Buy |
8,562
+12
| +0.1% | +$559 | 0.21% | 71 |
|
|
2024
Q2 | $365K | Buy |
8,550
+15
| +0.2% | +$640 | 0.21% | 75 |
|
|
2024
Q1 | $363K | Buy |
8,535
+13
| +0.2% | +$553 | 0.22% | 70 |
|
|
2023
Q4 | $340K | Buy |
8,522
+18
| +0.2% | +$718 | 0.23% | 64 |
|
|
2023
Q3 | $311K | Buy |
8,504
+17
| +0.2% | +$621 | 0.24% | 65 |
|
|
2023
Q2 | $324K | Buy |
8,487
+15
| +0.2% | +$573 | 0.25% | 62 |
|
|
2023
Q1 | $310K | Buy |
8,472
+16
| +0.2% | +$586 | 0.25% | 65 |
|
|
2022
Q4 | $309K | Buy |
8,456
+17
| +0.2% | +$621 | 0.27% | 62 |
|
|
2022
Q3 | $273K | Buy |
8,439
+36
| +0.4% | +$1.17K | 0.26% | 63 |
|
|
2022
Q2 | $290K | Buy |
8,403
+16
| +0.2% | +$552 | 0.27% | 67 |
|
|
2022
Q1 | $322K | Buy |
8,387
+18
| +0.2% | +$691 | 0.25% | 64 |
|
|
2021
Q4 | $333K | Buy |
+8,369
| New | +$333K | 0.27% | 60 |
|