Cetera Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $389K | Buy |
9,137
+2,104
| +30% | +$89.6K | ﹤0.01% | 1770 |
|
|
2023
Q4 | $281K | Sell |
7,033
-115
| -2% | -$4.59K | ﹤0.01% | 1465 |
|
|
2023
Q3 | $261K | Hold |
7,148
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q2 | $273K | Buy |
7,148
+369
| +5% | +$14.1K | ﹤0.01% | 1354 |
|
|
2023
Q1 | $248K | Buy |
6,779
+241
| +4% | +$8.82K | ﹤0.01% | 1383 |
|
|
2022
Q4 | $239K | Hold |
6,538
| – | – | ﹤0.01% | 1351 |
|
|
2022
Q3 | $211K | Hold |
6,538
| – | – | 0.01% | 1117 |
|
|
2022
Q2 | $226K | Hold |
6,538
| – | – | 0.01% | 1177 |
|
|
2022
Q1 | $251K | Hold |
6,538
| – | – | 0.01% | 1193 |
|
|
2021
Q4 | $260K | Sell |
6,538
-185
| -3% | -$7.36K | 0.01% | 1189 |
|
|
2021
Q3 | $242K | Buy |
6,723
+185
| +3% | +$6.66K | ﹤0.01% | 1216 |
|
|
2021
Q2 | $237K | Sell |
6,538
-23
| -0.4% | -$834 | 0.01% | 1156 |
|
|
2021
Q1 | $227K | Buy |
+6,561
| New | +$227K | 0.01% | 1088 |
|
|
2020
Q1 | – | Sell |
-7,819
| Closed | -$240K | – | 916 |
|
|
2019
Q4 | $240K | Buy |
7,819
+5
| +0.1% | +$153 | 0.01% | 797 |
|
|
2019
Q3 | $230K | Buy |
7,814
+5
| +0.1% | +$147 | 0.01% | 779 |
|
|
2019
Q2 | $225K | Buy |
7,809
+1,115
| +17% | +$32.1K | 0.01% | 816 |
|
|
2019
Q1 | $186K | Buy |
+6,694
| New | +$186K | 0.01% | 799 |
|