Mercer Global Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
5,186
-5
| -0.1% | -$241 | ﹤0.01% | 1926 |
|
|
2025
Q1 | $238K | Sell |
5,191
-1,514
| -23% | -$69.3K | ﹤0.01% | 1874 |
|
|
2024
Q4 | $307K | Sell |
6,705
-1,258
| -16% | -$57.7K | ﹤0.01% | 1725 |
|
|
2024
Q3 | $369K | Buy |
7,963
+89
| +1% | +$4.12K | ﹤0.01% | 1518 |
|
|
2024
Q2 | $336K | Buy |
7,874
+23
| +0.3% | +$981 | ﹤0.01% | 1524 |
|
|
2024
Q1 | $334K | Buy |
7,851
+1,299
| +20% | +$55.3K | ﹤0.01% | 1506 |
|
|
2023
Q4 | $261K | Sell |
6,552
-834
| -11% | -$33.2K | ﹤0.01% | 1699 |
|
|
2023
Q3 | $270K | Buy |
7,386
+885
| +14% | +$32.4K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $249K | Sell |
6,501
-4,940
| -43% | -$189K | ﹤0.01% | 1621 |
|
|
2023
Q1 | $419K | Sell |
11,441
-20
| -0.2% | -$732 | ﹤0.01% | 1300 |
|
|
2022
Q4 | $419K | Sell |
11,461
-4,694
| -29% | -$172K | ﹤0.01% | 1293 |
|
|
2022
Q3 | $522K | Buy |
16,155
+24
| +0.1% | +$775 | ﹤0.01% | 1115 |
|
|
2022
Q2 | $557K | Buy |
16,131
+26
| +0.2% | +$898 | ﹤0.01% | 1088 |
|
|
2022
Q1 | $619K | Buy |
+16,105
| New | +$619K | ﹤0.01% | 1130 |
|