Northwest Financial Advisors’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 | $264K | Hold |
5,471
| – | – | 0.37% | 75 |
|
|
2025
Q1 | $250K | Hold |
5,471
| – | – | 0.21% | 97 |
|
|
2024
Q4 | $251K | Hold |
5,471
| – | – | 0.21% | 95 |
|
|
2024
Q3 | $255K | Hold |
5,471
| – | – | 0.2% | 81 |
|
|
2024
Q2 | $233K | Hold |
5,471
| – | – | 0.24% | 81 |
|
|
2024
Q1 | $233K | Hold |
5,471
| – | – | 0.26% | 79 |
|
|
2023
Q4 | $218K | Buy |
+5,471
| New | +$218K | 0.19% | 85 |
|