Founders Financial Alliance’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
Q2 | $73.2K | Hold |
1,520
| – | – | 0.02% | 367 |
|
|
2025
Q1 | $69.6K | Hold |
1,520
| – | – | 0.02% | 416 |
|
|
2024
Q4 | $69.7K | Hold |
1,520
| – | – | 0.02% | 356 |
|
|
2024
Q3 | $70.8K | Buy |
1,520
+25
| +2% | +$1.16K | 0.02% | 363 |
|
|
2024
Q2 | $63.8K | Hold |
1,495
| – | – | 0.02% | 356 |
|
|
2024
Q1 | $63.6K | Buy |
1,495
+1,309
| +704% | +$55.7K | 0.02% | 360 |
|
|
2023
Q4 | $7.42K | Hold |
186
| – | – | ﹤0.01% | 446 |
|
|
2023
Q3 | $6.8K | Hold |
186
| – | – | ﹤0.01% | 431 |
|
|
2023
Q2 | $7.11K | Hold |
186
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $6.81K | Hold |
186
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $6.79K | Hold |
186
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $6K | Buy |
+186
| New | +$6K | ﹤0.01% | 433 |
|