EFS
Essex Financial Services’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
4,900
| – | – | 0.02% | 616 |
|
|
2025
Q1 | $224K | Hold |
4,900
| – | – | 0.02% | 575 |
|
|
2024
Q4 | $225K | Hold |
4,900
| – | – | 0.02% | 570 |
|
|
2024
Q3 | $230K | Hold |
4,900
| – | – | 0.02% | 561 |
|
|
2024
Q2 | $213K | Hold |
4,900
| – | – | 0.02% | 567 |
|
|
2024
Q1 | $209K | Sell |
4,900
-1,200
| -20% | -$51.1K | 0.02% | 505 |
|
|
2023
Q4 | $243K | Hold |
6,100
| – | – | 0.03% | 445 |
|
|
2023
Q3 | $223K | Hold |
6,100
| – | – | 0.03% | 424 |
|
|
2023
Q2 | $233K | Hold |
6,100
| – | – | 0.03% | 414 |
|
|
2023
Q1 | $223K | Sell |
6,100
-937
| -13% | -$34.3K | 0.02% | 448 |
|
|
2022
Q4 | $256K | Buy |
7,037
+6
| +0.1% | +$218 | 0.03% | 400 |
|
|
2022
Q3 | $227K | Buy |
7,031
+4
| +0.1% | +$129 | 0.03% | 405 |
|
|
2022
Q2 | $243K | Buy |
7,027
+5
| +0.1% | +$173 | 0.03% | 419 |
|
|
2022
Q1 | $270K | Buy |
7,022
+4
| +0.1% | +$154 | 0.03% | 407 |
|
|
2021
Q4 | $279K | Buy |
7,018
+4
| +0.1% | +$159 | 0.03% | 380 |
|
|
2021
Q3 | $252K | Buy |
7,014
+9
| +0.1% | +$323 | 0.03% | 388 |
|
|
2021
Q2 | $242K | Hold |
7,005
| – | – | 0.04% | 380 |
|
|
2021
Q1 | $242K | Buy |
7,005
+905
| +15% | +$31.3K | 0.04% | 307 |
|
|
2020
Q4 | $201K | Buy |
+6,100
| New | +$201K | 0.04% | 308 |
|