Choreo LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Sell |
105,410
-111
| -0.1% | -$5.35K | 0.07% | 192 |
|
|
2025
Q1 | $4.83M | Sell |
105,521
-1,485
| -1% | -$68K | 0.08% | 187 |
|
|
2024
Q4 | $4.91M | Hold |
107,006
| – | – | 0.07% | 192 |
|
|
2024
Q3 | $4.95M | Sell |
107,006
-876
| -0.8% | -$40.6K | 0.07% | 190 |
|
|
2024
Q2 | $4.6M | Sell |
107,882
-4,270
| -4% | -$182K | 0.08% | 174 |
|
|
2024
Q1 | $4.77M | Sell |
112,152
-378
| -0.3% | -$16.1K | 0.12% | 108 |
|
|
2023
Q4 | $4.49M | Buy |
112,530
+309
| +0.3% | +$12.3K | 0.12% | 112 |
|
|
2023
Q3 | $4.1M | Sell |
112,221
-281
| -0.2% | -$10.3K | 0.15% | 87 |
|
|
2023
Q2 | $4.3M | Sell |
112,502
-87,171
| -44% | -$3.33M | 0.15% | 91 |
|
|
2023
Q1 | $7.31M | Buy |
+199,673
| New | +$7.31M | 0.26% | 59 |
|