Guardian Wealth Advisors (North Carolina)’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 | $121K | Hold |
2,520
| – | – | 0.01% | 354 |
|
|
2025
Q1 | $115K | Hold |
2,520
| – | – | 0.01% | 342 |
|
|
2024
Q4 | $116K | Hold |
2,520
| – | – | 0.01% | 330 |
|
|
2024
Q3 | $117K | Hold |
2,520
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $108K | Hold |
2,520
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $107K | Hold |
2,520
| – | – | 0.01% | 283 |
|
|
2023
Q4 | $101K | Hold |
2,520
| – | – | 0.02% | 267 |
|
|
2023
Q3 | $92.1K | Hold |
2,520
| – | – | 0.02% | 263 |
|
|
2023
Q2 | $96.3K | Buy |
2,520
+2,500
| +12,500% | +$95.6K | 0.02% | 250 |
|
|
2023
Q1 | $732 | Hold |
20
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $730 | Hold |
20
| – | – | ﹤0.01% | 362 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 336 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 343 |
|