Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $989K | Hold |
|
|||||
|
2016
Q4 | $989K | Sell |
|
|||||
|
2016
Q3 | $983K | Hold |
|
|||||
|
2016
Q2 | $983K | Buy |
|
|||||
|
2016
Q1 | $927K | Buy |
|
|||||
|
2015
Q4 | $868K | Buy |
|
|||||
|
2015
Q3 | $814K | Buy |
|
|||||
|
2015
Q2 | $855K | Sell |
|
|||||
|
2015
Q1 | $814K | Sell |
|
|||||
|
2014
Q4 | $920K | Buy |
|
|||||
|
2014
Q3 | $799K | Sell |
|
|||||
|
2014
Q2 | $824K | Sell |
|
|||||
|
2014
Q1 | $800K | Sell |
|
|||||
|
2013
Q4 | $826K | Sell |
|
|||||
|
2013
Q3 | $774K | Sell |
|
|||||
|
2013
Q2 | $763K | Buy |
|