Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,849
| Closed | -$344K | – | 1370 |
|
|
2024
Q1 | $344K | Hold |
2,849
| – | – | 0.09% | 177 |
|
|
2023
Q4 | $294K | Buy |
2,849
+1,245
| +78% | +$129K | 0.08% | 178 |
|
|
2023
Q3 | $119K | Hold |
1,604
| – | – | 0.04% | 260 |
|
|
2023
Q2 | $125K | Buy |
1,604
+79
| +5% | +$6.14K | 0.04% | 260 |
|
|
2023
Q1 | $88.9K | Hold |
1,525
| – | – | 0.03% | 310 |
|
|
2022
Q4 | $57.2K | Hold |
1,525
| – | – | 0.03% | 339 |
|
|
2022
Q3 | $57K | Hold |
1,525
| – | – | 0.03% | 342 |
|
|
2022
Q2 | $64K | Hold |
1,525
| – | – | 0.03% | 316 |
|
|
2022
Q1 | $64K | Hold |
1,525
| – | – | 0.03% | 329 |
|
|
2021
Q4 | $87K | Hold |
1,525
| – | – | 0.04% | 255 |
|
|
2021
Q3 | $70K | Hold |
1,525
| – | – | 0.04% | 289 |
|
|
2021
Q2 | $84K | Buy |
+1,525
| New | +$84K | 0.05% | 260 |
|