Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $218K | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $203K | Buy |
|