Capital Investment Counsel Inc’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 | – | Sell |
-345
| Closed | -$15.8K | – | 253 |
|
|
2025
Q1 | $15.8K | Hold |
345
| – | – | ﹤0.01% | 236 |
|
|
2024
Q4 | $15.8K | Hold |
345
| – | – | ﹤0.01% | 238 |
|
|
2024
Q3 | $16.1K | Hold |
345
| – | – | ﹤0.01% | 219 |
|
|
2024
Q2 | $14.7K | Buy |
+345
| New | +$14.7K | ﹤0.01% | 219 |
|
|
2023
Q4 | – | Sell |
-345
| Closed | -$12.6K | – | 227 |
|
|
2023
Q3 | $12.6K | Buy |
+345
| New | +$12.6K | ﹤0.01% | 206 |
|
|
2020
Q4 | – | Sell |
-175
| Closed | -$5K | – | 187 |
|
|
2020
Q3 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 183 |
|