Morton Capital Management’s Invesco International Dividend Achievers ETF PID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Sell |
256,253
-5,870
| -2% | -$120K | 0.93% | 13 |
|
|
2025
Q1 | $5M | Sell |
262,123
-985
| -0.4% | -$18.8K | 0.97% | 12 |
|
|
2024
Q4 | $4.82M | Buy |
263,108
+153,585
| +140% | +$2.81M | 0.91% | 14 |
|
|
2024
Q3 | $2.17M | Sell |
109,523
-37,000
| -25% | -$732K | 0.43% | 20 |
|
|
2024
Q2 | $2.63M | Sell |
146,523
-17,821
| -11% | -$319K | 0.62% | 16 |
|
|
2024
Q1 | $3.05M | Buy |
164,344
+516
| +0.3% | +$9.57K | 0.82% | 15 |
|
|
2023
Q4 | $3.02M | Buy |
163,828
+38,751
| +31% | +$715K | 0.9% | 14 |
|
|
2023
Q3 | $2.09M | Sell |
125,077
-32,233
| -20% | -$539K | 0.74% | 14 |
|
|
2023
Q2 | $2.84M | Sell |
157,310
-106,801
| -40% | -$1.93M | 0.97% | 13 |
|
|
2023
Q1 | $4.71M | Sell |
264,111
-29,909
| -10% | -$533K | 1.67% | 9 |
|
|
2022
Q4 | $4.92M | Buy |
+294,020
| New | +$4.92M | 1.92% | 8 |
|