Carroll Financial Associates’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
Q4 | $788K | Sell |
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|
2021
Q3 | $715K | Buy |
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|
2021
Q2 | $720K | Buy |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $659K | Buy |
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|
2020
Q3 | $605K | Buy |
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|
2020
Q2 | $562K | Buy |
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|
2020
Q1 | $380K | Sell |
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|
2019
Q4 | $489K | Buy |
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|
2019
Q3 | $443K | Sell |
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|
2019
Q2 | $469K | Sell |
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|
2019
Q1 | $458K | Sell |
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|
2018
Q4 | $438K | Sell |
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|
2018
Q3 | $806K | Sell |
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|
2018
Q2 | $787K | Buy |
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|
2018
Q1 | $777K | Sell |
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|
2017
Q4 | $823K | Buy |
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|
2017
Q3 | $774K | Buy |
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|
2017
Q2 | $749K | Sell |
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|
2017
Q1 | $761K | Sell |
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|
2016
Q4 | $744K | Sell |
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|
2016
Q3 | $831K | Sell |
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|
2016
Q2 | $866K | Sell |
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|
2016
Q1 | $843K | Sell |
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|
2015
Q4 | $1.07M | Sell |
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|
2015
Q3 | $1.3M | Sell |
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|
2015
Q2 | $1.39M | Buy |
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|
2015
Q1 | $534K | Buy |
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|
2014
Q4 | $526K | Sell |
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|
2014
Q3 | $1.49M | Sell |
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|
2014
Q2 | $1.75M | Buy |
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|
2014
Q1 | $1.16M | Buy |
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|
2013
Q4 | $932K | Sell |
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|
2013
Q3 | $1.27M | Buy |
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|
2013
Q2 | $0 | Buy |
|