New England Guild Wealth Advisors’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 | $293K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $278K | Hold |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Hold |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $230K | Hold |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Hold |
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|
2018
Q2 | $206K | Buy |
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