Atlas Private Wealth 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 | $4.72M | Sell |
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|
2025
Q1 | $5.03M | Sell |
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|
2024
Q4 | $5.47M | Sell |
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|
2024
Q3 | $5.96M | Sell |
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|
2024
Q2 | $5.96M | Buy |
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|
2024
Q1 | $3.89M | Sell |
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|
2023
Q4 | $19.3M | Sell |
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|
2023
Q3 | $34.3M | Buy |
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|
2023
Q2 | $32.5M | Buy |
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|
2023
Q1 | $14.2M | Buy |
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|
2022
Q4 | $12.3M | Buy |
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|
2022
Q3 | $9.36M | Buy |
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|
2022
Q2 | $8.55M | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $258K | Buy |
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|
2021
Q3 | $182K | Buy |
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|
2021
Q2 | $86K | Buy |
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|
2021
Q1 | $22K | Buy |
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