IFP Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$1K | – | 4153 |
|
|
2022
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 4436 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 4639 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 4413 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 4413 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4230 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4003 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3903 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3741 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3613 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3447 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3382 |
|
|
2019
Q1 | – | Sell |
-3,041
| Closed | -$75K | – | 3100 |
|
|
2018
Q4 | $75K | Buy |
3,041
+172
| +6% | +$4.24K | ﹤0.01% | 1350 |
|
|
2018
Q3 | $79K | Hold |
2,869
| – | – | ﹤0.01% | 1617 |
|
|
2018
Q2 | $74K | Sell |
2,869
-926
| -24% | -$23.9K | ﹤0.01% | 1661 |
|
|
2018
Q1 | $100K | Hold |
3,795
| – | – | ﹤0.01% | 1387 |
|
|
2017
Q4 | $100K | Hold |
3,795
| – | – | ﹤0.01% | 1385 |
|
|
2017
Q3 | $93K | Hold |
3,795
| – | – | ﹤0.01% | 1588 |
|
|
2017
Q2 | $92K | Hold |
3,795
| – | – | ﹤0.01% | 1561 |
|
|
2017
Q1 | $90K | Sell |
3,795
-1,298
| -25% | -$30.8K | ﹤0.01% | 1543 |
|
|
2016
Q4 | $117K | Sell |
5,093
-3
| -0.1% | -$69 | 0.01% | 1351 |
|
|
2016
Q3 | $115K | Hold |
5,096
| – | – | 0.01% | 1286 |
|
|
2016
Q2 | $115K | Buy |
+5,096
| New | +$115K | 0.01% | 1248 |
|
|
2016
Q1 | – | Sell |
-8,533
| Closed | -$175K | – | 3123 |
|
|
2015
Q4 | $175K | Buy |
+8,533
| New | +$175K | 0.01% | 893 |
|