Belpointe Asset Management’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,056
| Closed | -$551K | – | 2545 |
|
|
2023
Q1 | $551K | Buy |
15,056
+14,676
| +3,862% | +$537K | 0.03% | 526 |
|
|
2022
Q4 | $13.9K | Buy |
+380
| New | +$13.9K | ﹤0.01% | 2440 |
|
|
2020
Q1 | – | Sell |
-4,068
| Closed | -$125K | – | 736 |
|
|
2019
Q4 | $125K | Buy |
+4,068
| New | +$125K | 0.02% | 700 |
|