Catawba Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $294K | Sell |
11,460
-120
| -1% | -$3.08K | 0.07% | 170 |
|
|
2018
Q1 | $294K | Hold |
11,580
| – | – | 0.07% | 174 |
|
|
2017
Q4 | $306K | Hold |
11,580
| – | – | 0.07% | 172 |
|
|
2017
Q3 | $285K | Hold |
11,580
| – | – | 0.06% | 186 |
|
|
2017
Q2 | $279K | Buy |
11,580
+1,000
| +9% | +$24.1K | 0.06% | 188 |
|
|
2017
Q1 | $251K | Hold |
10,580
| – | – | 0.05% | 224 |
|
|
2016
Q4 | $242K | Buy |
+10,580
| New | +$242K | 0.06% | 222 |
|