IBEX Wealth Advisors’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 | $408K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $394K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $320K | Sell |
|
|||||
|
2022
Q3 | $290K | Buy |
|
|||||
|
2022
Q2 | $308K | Buy |
|
|||||
|
2022
Q1 | $342K | Buy |
|
|||||
|
2021
Q4 | $352K | Buy |
|
|||||
|
2021
Q3 | $318K | Sell |
|
|||||
|
2021
Q2 | $324K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $256K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $234K | Buy |
|
|||||
|
2017
Q2 | $255K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $216K | Buy |
|
|||||
|
2016
Q3 | $211K | Buy |
|