Guardian Wealth Advisors (North Carolina)’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
Q2 | $121K | Hold |
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|
2025
Q1 | $115K | Hold |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $108K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $92.1K | Hold |
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|
2023
Q2 | $96.3K | Buy |
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|
2023
Q1 | $732 | Hold |
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|
2022
Q4 | $730 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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