CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-18,396
Closed -$672K 202
2022
Q4
$672K Buy
+18,396
New +$672K 0.03% 153
2022
Q3
Sell
-11,011
Closed -$380K 142
2022
Q2
$380K Buy
+11,011
New +$380K 0.02% 170