Kestra Advisory Services’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $597K | Sell |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.48M | Buy |
|
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $1.83M | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $1.43M | Buy |
|