GA
GoalVest Advisory’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,016
| Closed | -$35K | – | 300 |
|
|
2022
Q2 | $35K | Sell |
1,016
-10,828
| -91% | -$373K | 0.02% | 183 |
|
|
2022
Q1 | $455K | Buy |
+11,844
| New | +$455K | 0.26% | 89 |
|
|
2021
Q2 | $201K | Sell |
5,541
-13,723
| -71% | -$498K | 0.12% | 118 |
|
|
2021
Q1 | $666K | Sell |
19,264
-57,726
| -75% | -$2M | 0.5% | 68 |
|
|
2020
Q4 | $2.53M | Buy |
+76,990
| New | +$2.53M | 2.13% | 10 |
|