Consolidated Planning Corp’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 Q1	–	Sell	-6,694	Closed	-$307K	–	210
2024 Q4	$307K	Buy	+6,694	New	+$307K	0.04%	164
2024 Q3	–	Sell	-6,444	Closed	-$275K	–	213
2024 Q2	$275K	Buy	+6,444	New	+$275K	0.05%	153