Kelman-Lazarov Inc’s Invesco International Dividend Achievers ETF PID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,200
| Closed | -$169K | – | 117 |
|
|
2017
Q4 | $169K | Hold |
10,200
| – | – | 0.09% | 113 |
|
|
2017
Q3 | $165K | Sell |
10,200
-3,225
| -24% | -$52.2K | 0.09% | 111 |
|
|
2017
Q2 | $206K | Buy |
+13,425
| New | +$206K | 0.11% | 109 |
|
|
2017
Q1 | – | Sell |
-14,325
| Closed | -$206K | – | 209 |
|
|
2016
Q4 | $206K | Hold |
14,325
| – | – | 0.12% | 108 |
|
|
2016
Q3 | $210K | Sell |
14,325
-6,850
| -32% | -$100K | 0.12% | 107 |
|
|
2016
Q2 | $299K | Sell |
21,175
-2,400
| -10% | -$33.9K | 0.17% | 98 |
|
|
2016
Q1 | $323K | Buy |
+23,575
| New | +$323K | 0.19% | 101 |
|