Capital Bank & Trust’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
2021
Q2
Sell
2021
Q1
$469K Buy
2020
Q4
$444K Hold
2020
Q3
$409K Hold
2020
Q2
$381K Hold
2020
Q1
$333K Hold
2019
Q4
$415K Hold
2019
Q3
$399K Hold
2019
Q2
$387K Hold
2019
Q1
$373K Hold
2018
Q4
$334K Hold
2018
Q3
$372K Hold
2018
Q2
$347K Hold
2018
Q1
$342K Hold
2017
Q4
$357K Hold
2017
Q3
$332K Buy