Essex Financial Services’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 | $236K | Hold |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $230K | Hold |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $201K | Buy |
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