IHT Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
8,754
+1,052
| +14% | +$50.7K | 0.01% | 760 |
|
|
2025
Q1 | $353K | Buy |
7,702
+1,480
| +24% | +$67.8K | 0.01% | 798 |
|
|
2024
Q4 | $285K | Buy |
+6,222
| New | +$285K | 0.01% | 872 |
|
|
2024
Q2 | – | Sell |
-5,781
| Closed | -$246K | – | 1065 |
|
|
2024
Q1 | $246K | Sell |
5,781
-2,580
| -31% | -$110K | 0.01% | 870 |
|
|
2023
Q4 | $334K | Buy |
+8,361
| New | +$334K | 0.01% | 729 |
|
|
2021
Q2 | – | Sell |
-6,083
| Closed | -$210K | – | 970 |
|
|
2021
Q1 | $210K | Buy |
+6,083
| New | +$210K | 0.02% | 757 |
|