EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $489K | Hold |
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|
2024
Q2 | $449K | Hold |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | $750K | Sell |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $741K | Hold |
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|
2022
Q2 | $791K | Sell |
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|
2022
Q1 | $917K | Hold |
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|
2021
Q4 | $947K | Hold |
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|
2021
Q3 | $858K | Hold |
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|
2021
Q2 | $865K | Hold |
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|
2021
Q1 | $825K | Buy |
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