Golden State Equity Partners’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
2024
Q4
Hold
0
-$72 748
2024
Q3
Hold
0
806
2023
Q4
Sell
-48,115
Closed -$1.76M 378
2023
Q3
$1.76M Buy
48,115
+47,983
+36,351% +$1.75M 0.49% 50
2023
Q2
$5.05K Buy
+132
New +$5.05K ﹤0.01% 374