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Kingswood Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Kingswood Wealth Advisors’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45,124
Closed -$2.1M – 877
2024
Q3 		$2.1M Buy
+45,124
New +$2.1M 0.15% 155