Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35K | Hold |
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|
2025
Q2 | $33K | Buy |
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|
2025
Q1 | $20K | Hold |
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|
2024
Q4 | $20K | Sell |
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|
2024
Q3 | $26K | Hold |
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|
2024
Q2 | $24K | Hold |
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|
2024
Q1 | $23K | Sell |
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|
2023
Q4 | $90K | Hold |
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|
2023
Q3 | $82K | Sell |
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|
2023
Q2 | $92K | Sell |
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|
2023
Q1 | $107K | Sell |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $6.25M | Buy |
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|
2022
Q2 | $5.55M | Buy |
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|
2022
Q1 | $4.74M | Buy |
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q2 | $910K | Hold |
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|
2021
Q1 | $910K | Hold |
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|
2020
Q4 | $910K | Hold |
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|
2020
Q3 | $910K | Hold |
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|
2020
Q2 | $910K | Hold |
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|
2020
Q1 | $910K | Hold |
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|
2019
Q4 | $910K | Hold |
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|
2019
Q3 | $910K | Hold |
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|
2019
Q2 | $910K | Hold |
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|
2019
Q1 | $910K | Buy |
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