Charles Schwab’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
Q2 | $390K | Sell |
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|
2025
Q1 | $382K | Hold |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.95M | Buy |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $969K | Sell |
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|
2020
Q1 | $950K | Buy |
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