Geneos Wealth Management’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
Q3 | $72.3K | Hold |
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|
2025
Q2 | $68.6K | Sell |
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|
2025
Q1 | $130K | Buy |
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|
2024
Q4 | $65.4K | Hold |
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|
2024
Q3 | $66.3K | Hold |
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|
2024
Q2 | $60.8K | Hold |
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|
2024
Q1 | $60.7K | Hold |
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|
2023
Q4 | $56.8K | Hold |
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|
2023
Q3 | $52.1K | Hold |
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|
2023
Q2 | $54.5K | Hold |
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|
2023
Q1 | $52.2K | Hold |
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|
2022
Q4 | $52K | Hold |
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|
2022
Q3 | $46K | Buy |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $47K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $39K | Sell |
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|
2019
Q3 | $198K | Hold |
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|
2019
Q2 | $193K | Hold |
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|
2019
Q1 | $186K | Hold |
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|
2018
Q4 | $165K | Hold |
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|
2018
Q3 | $185K | Hold |
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|
2018
Q2 | $172K | Buy |
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