Kingsview Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-46,348
| Closed | -$1.78M | – | 894 |
|
|
2022
Q1 | $1.78M | Sell |
46,348
-448
| -1% | -$17.2K | 0.08% | 255 |
|
|
2021
Q4 | $1.86M | Sell |
46,796
-899
| -2% | -$35.7K | 0.08% | 257 |
|
|
2021
Q3 | $1.72M | Buy |
47,695
+2,847
| +6% | +$102K | 0.08% | 256 |
|
|
2021
Q2 | $1.64M | Buy |
44,848
+32,979
| +278% | +$1.2M | 0.08% | 266 |
|
|
2021
Q1 | $413K | Buy |
+11,869
| New | +$413K | 0.02% | 552 |
|