Connecticut Wealth Management’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 | $241K | Sell |
5,000
-3,025
| -38% | -$146K | 0.01% | 286 |
|
|
2025
Q1 | $367K | Buy |
+8,025
| New | +$367K | 0.02% | 237 |
|
|
2024
Q4 | – | Sell |
-8,025
| Closed | -$374K | – | 292 |
|
|
2024
Q3 | $374K | Hold |
8,025
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $342K | Hold |
8,025
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $342K | Hold |
8,025
| – | – | 0.02% | 254 |
|
|
2023
Q4 | $320K | Hold |
8,025
| – | – | 0.02% | 259 |
|
|
2023
Q3 | $293K | Hold |
8,025
| – | – | 0.02% | 232 |
|
|
2023
Q2 | $307K | Hold |
8,025
| – | – | 0.02% | 203 |
|
|
2023
Q1 | $294K | Buy |
+8,025
| New | +$294K | 0.02% | 197 |
|