LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1K | Hold |
500
| – | – | 0.06% | 148 |
|
|
2025
Q1 | $22.9K | Hold |
500
| – | – | 0.07% | 145 |
|
|
2024
Q4 | $22.9K | Hold |
500
| – | – | 0.05% | 285 |
|
|
2024
Q3 | $23.3K | Hold |
500
| – | – | 0.06% | 253 |
|
|
2024
Q2 | $21.3K | Sell |
500
-517
| -51% | -$22.1K | 0.05% | 293 |
|
|
2024
Q1 | $43.3K | Hold |
1,017
| – | – | 0.05% | 242 |
|
|
2023
Q4 | $40.6K | Hold |
1,017
| – | – | 0.05% | 238 |
|
|
2023
Q3 | $37.1K | Hold |
1,017
| – | – | 0.05% | 248 |
|
|
2023
Q2 | $38.9K | Buy |
+1,017
| New | +$38.9K | 0.04% | 169 |
|