Avantax Advisory Services’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 | $1.58M | Sell |
32,700
-5,931
| -15% | -$286K | 0.01% | 917 |
|
|
2025
Q1 | $1.77M | Buy |
38,631
+1,093
| +3% | +$50K | 0.01% | 799 |
|
|
2024
Q4 | $1.72M | Buy |
37,538
+1,296
| +4% | +$59.4K | 0.01% | 782 |
|
|
2024
Q3 | $1.69M | Buy |
36,242
+320
| +0.9% | +$14.9K | 0.01% | 781 |
|
|
2024
Q2 | $1.53M | Buy |
35,922
+1,300
| +4% | +$55.5K | 0.01% | 767 |
|
|
2024
Q1 | $1.47M | Buy |
34,622
+5,398
| +18% | +$230K | 0.01% | 630 |
|
|
2023
Q4 | $1.17M | Sell |
29,224
-39,497
| -57% | -$1.58M | 0.01% | 661 |
|
|
2023
Q3 | $2.51M | Buy |
68,721
+2,155
| +3% | +$78.7K | 0.03% | 397 |
|
|
2023
Q2 | $2.54M | Buy |
66,566
+4,221
| +7% | +$161K | 0.03% | 388 |
|
|
2023
Q1 | $2.28M | Buy |
62,345
+3,919
| +7% | +$143K | 0.03% | 406 |
|
|
2022
Q4 | $2.13M | Buy |
58,426
+39,126
| +203% | +$1.43M | 0.03% | 408 |
|
|
2022
Q3 | $624K | Buy |
19,300
+1,242
| +7% | +$40.2K | 0.01% | 689 |
|
|
2022
Q2 | $623K | Sell |
18,058
-5,176
| -22% | -$179K | 0.01% | 694 |
|
|
2022
Q1 | $894K | Sell |
23,234
-147,190
| -86% | -$5.66M | 0.01% | 578 |
|
|
2021
Q4 | $6.77M | Buy |
170,424
+1,368
| +0.8% | +$54.4K | 0.1% | 153 |
|
|
2021
Q3 | $6.08M | Buy |
169,056
+23,851
| +16% | +$858K | 0.1% | 155 |
|
|
2021
Q2 | $5.28M | Buy |
145,205
+24,052
| +20% | +$874K | 0.1% | 165 |
|
|
2021
Q1 | $4.19M | Buy |
+121,153
| New | +$4.19M | 0.09% | 174 |
|
|
2020
Q4 | – | Sell |
-12,041
| Closed | -$364K | – | 1235 |
|
|
2020
Q3 | $364K | Buy |
12,041
+4,681
| +64% | +$142K | 0.01% | 936 |
|
|
2020
Q2 | $207K | Buy |
+7,360
| New | +$207K | 0.01% | 778 |
|