GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-28,216
| Closed | -$697K | – | 236 |
|
|
2018
Q4 | $697K | Hold |
28,216
| – | – | 0.08% | 120 |
|
|
2018
Q3 | $777K | Buy |
28,216
+340
| +1% | +$9.36K | 0.08% | 124 |
|
|
2018
Q2 | $716K | Buy |
27,876
+96
| +0.3% | +$2.47K | 0.08% | 126 |
|
|
2018
Q1 | $705K | Buy |
27,780
+160
| +0.6% | +$4.06K | 0.08% | 128 |
|
|
2017
Q4 | $731K | Buy |
27,620
+147
| +0.5% | +$3.89K | 0.08% | 118 |
|
|
2017
Q3 | $676K | Buy |
27,473
+15,000
| +120% | +$369K | 0.08% | 121 |
|
|
2017
Q2 | $301K | Buy |
+12,473
| New | +$301K | 0.04% | 186 |
|