Connecticut Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Connecticut Wealth Management’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Sell
2025 Q1	$367K	Buy
2024 Q4	–	Sell
2024 Q3	$374K	Hold
2024 Q2	$342K	Hold
2024 Q1	$342K	Hold
2023 Q4	$320K	Hold
2023 Q3	$293K	Hold
2023 Q2	$307K	Hold
2023 Q1	$294K	Buy