Janney Montgomery Scott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
8,148
+19
| +0.2% | +$916 | ﹤0.01% | 2179 |
|
|
2025
Q1 | $372K | Buy |
8,129
+2
| +0% | +$92 | ﹤0.01% | 2178 |
|
|
2024
Q4 | $373K | Buy |
8,127
+815
| +11% | +$37.4K | ﹤0.01% | 2177 |
|
|
2024
Q3 | $340K | Buy |
7,312
+226
| +3% | +$10.5K | ﹤0.01% | 2217 |
|
|
2024
Q2 | $302K | Sell |
7,086
-1,233
| -15% | -$52.6K | ﹤0.01% | 2208 |
|
|
2024
Q1 | $354K | Buy |
8,319
+1
| +0% | +$43 | ﹤0.01% | 2229 |
|
|
2023
Q4 | $332K | Sell |
8,318
-1,258
| -13% | -$50.2K | ﹤0.01% | 2157 |
|
|
2023
Q3 | $350K | Buy |
9,576
+594
| +7% | +$21.7K | ﹤0.01% | 2040 |
|
|
2023
Q2 | $343K | Hold |
8,982
| – | – | ﹤0.01% | 2153 |
|
|
2023
Q1 | $329K | Buy |
8,982
+2
| +0% | +$73 | ﹤0.01% | 1992 |
|
|
2022
Q4 | $328K | Buy |
8,980
+1,260
| +16% | +$46K | ﹤0.01% | 2062 |
|
|
2022
Q3 | $250K | Buy |
7,720
+402
| +5% | +$13K | ﹤0.01% | 2137 |
|
|
2022
Q2 | $253K | Hold |
7,318
| – | – | ﹤0.01% | 2015 |
|
|
2022
Q1 | $281K | Buy |
7,318
+815
| +13% | +$31.3K | ﹤0.01% | 1924 |
|
|
2021
Q4 | $258K | Sell |
6,503
-224
| -3% | -$8.89K | ﹤0.01% | 2093 |
|
|
2021
Q3 | $242K | Sell |
6,727
-189
| -3% | -$6.8K | ﹤0.01% | 2066 |
|
|
2021
Q2 | $251K | Buy |
6,916
+191
| +3% | +$6.93K | ﹤0.01% | 2012 |
|
|
2021
Q1 | $233K | Sell |
6,725
-250
| -4% | -$8.66K | ﹤0.01% | 1991 |
|
|
2020
Q4 | $229K | Buy |
6,975
+1
| +0% | +$33 | ﹤0.01% | 2029 |
|
|
2020
Q3 | $211K | Buy |
+6,974
| New | +$211K | ﹤0.01% | 1887 |
|