IA
Insight Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,436
| Closed | -$246K | – | 290 |
|
|
2023
Q2 | $246K | Sell |
6,436
-2,663
| -29% | -$102K | 0.06% | 242 |
|
|
2023
Q1 | $333K | Sell |
9,099
-2,633
| -22% | -$96.4K | 0.08% | 206 |
|
|
2022
Q4 | $428K | Sell |
11,732
-965
| -8% | -$35.2K | 0.15% | 186 |
|
|
2022
Q3 | $411K | Sell |
12,697
-400
| -3% | -$12.9K | 0.16% | 168 |
|
|
2022
Q2 | $479K | Hold |
13,097
| – | – | 0.16% | 159 |
|
|
2022
Q1 | $504K | Sell |
13,097
-3,236
| -20% | -$125K | 0.15% | 172 |
|
|
2021
Q4 | $649K | Sell |
16,333
-7,365
| -31% | -$293K | 0.19% | 129 |
|
|
2021
Q3 | $915K | Sell |
23,698
-5,681
| -19% | -$219K | 0.27% | 100 |
|
|
2021
Q2 | $1.09M | Sell |
29,379
-1,122
| -4% | -$41.6K | 0.34% | 74 |
|
|
2021
Q1 | $1.1M | Sell |
30,501
-1,701
| -5% | -$61.1K | 0.35% | 72 |
|
|
2020
Q4 | $1.06M | Buy |
+32,202
| New | +$1.06M | 0.4% | 67 |
|