Clearview 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
Q3 | – | Sell |
-164
| Closed | -$6.27K | – | 472 |
|
|
2023
Q2 | $6.27K | Hold |
164
| – | – | 0.01% | 403 |
|
|
2023
Q1 | $6K | Hold |
164
| – | – | 0.01% | 412 |
|
|
2022
Q4 | $5.99K | Hold |
164
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $5K | Hold |
164
| – | – | ﹤0.01% | 414 |
|
|
2022
Q2 | $6K | Sell |
164
-420
| -72% | -$15.4K | ﹤0.01% | 419 |
|
|
2022
Q1 | $22K | Sell |
584
-3,124
| -84% | -$118K | 0.01% | 293 |
|
|
2021
Q4 | $147K | Buy |
3,708
+1,493
| +67% | +$59.2K | 0.09% | 123 |
|
|
2021
Q3 | $80K | Buy |
2,215
+190
| +9% | +$6.86K | 0.05% | 185 |
|
|
2021
Q2 | $73K | Buy |
2,025
+914
| +82% | +$32.9K | 0.05% | 208 |
|
|
2021
Q1 | $38K | Buy |
1,111
+150
| +16% | +$5.13K | 0.02% | 258 |
|
|
2020
Q4 | $32K | Buy |
+961
| New | +$32K | 0.02% | 247 |
|