Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-500
| Closed | -$14K | – | 381 |
|
|
2019
Q2 | $14K | Hold |
500
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $14K | Hold |
500
| – | – | 0.01% | 242 |
|
|
2018
Q4 | $12K | Hold |
500
| – | – | 0.01% | 228 |
|
|
2018
Q3 | $14K | Hold |
500
| – | – | 0.01% | 268 |
|
|
2018
Q2 | $13K | Hold |
500
| – | – | 0.01% | 258 |
|
|
2018
Q1 | $13K | Buy |
+500
| New | +$13K | 0.01% | 264 |
|
|
2016
Q1 | – | Sell |
-850
| Closed | -$17K | – | 389 |
|
|
2015
Q4 | $17K | Buy |
+850
| New | +$17K | 0.01% | 236 |
|