NFP Retirement Inc’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 | $5.53M | Sell |
114,808
-500
| -0.4% | -$24.1K | 0.37% | 52 |
|
|
2025
Q1 | $5.28M | Buy |
115,308
+3,986
| +4% | +$182K | 0.42% | 40 |
|
|
2024
Q4 | $5.11M | Sell |
111,322
-800
| -0.7% | -$36.7K | 0.4% | 43 |
|
|
2024
Q3 | $5.22M | Buy |
112,122
+2,709
| +2% | +$126K | 0.42% | 39 |
|
|
2024
Q2 | $4.67M | Buy |
109,413
+12,687
| +13% | +$541K | 0.39% | 44 |
|
|
2024
Q1 | $4.12M | Buy |
96,726
+7,813
| +9% | +$333K | 0.35% | 45 |
|
|
2023
Q4 | $3.55M | Buy |
88,913
+7,200
| +9% | +$287K | 0.6% | 38 |
|
|
2023
Q3 | $2.98M | Buy |
81,713
+300
| +0.4% | +$11K | 0.57% | 41 |
|
|
2023
Q2 | $3.11M | Buy |
81,413
+15,200
| +23% | +$581K | 0.58% | 44 |
|
|
2023
Q1 | $2.42M | Buy |
66,213
+2,100
| +3% | +$76.9K | 0.48% | 49 |
|
|
2022
Q4 | $2.34M | Hold |
64,113
| – | – | 0.51% | 53 |
|
|
2022
Q3 | $2.07M | Buy |
64,113
+3,905
| +6% | +$126K | 0.51% | 54 |
|
|
2022
Q2 | $2.08M | Hold |
60,208
| – | – | 0.53% | 52 |
|
|
2022
Q1 | $2.31M | Buy |
+60,208
| New | +$2.31M | 0.55% | 50 |
|