Exencial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $232K | Hold |
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|
2017
Q4 | $242K | Sell |
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|
2017
Q3 | $359K | Hold |
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|
2017
Q2 | $351K | Hold |
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|
2017
Q1 | $344K | Sell |
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|
2016
Q4 | $397K | Hold |
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|
2016
Q3 | $384K | Sell |
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|
2016
Q2 | $447K | Hold |
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|
2016
Q1 | $429K | Hold |
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|
2015
Q4 | $389K | Sell |
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|
2015
Q3 | $432K | Sell |
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|
2015
Q2 | $536K | Sell |
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|
2015
Q1 | $661K | Hold |
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|
2014
Q4 | $664K | Hold |
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|
2014
Q3 | $640K | Hold |
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|
2014
Q2 | $650K | Hold |
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|
2014
Q1 | $624K | Hold |
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|
2013
Q4 | $604K | Hold |
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|
2013
Q3 | $596K | Hold |
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|
2013
Q2 | $579K | Buy |
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