Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-240
| Closed | -$7K | – | 1696 |
|
|
2019
Q4 | $7K | Hold |
240
| – | – | ﹤0.01% | 913 |
|
|
2019
Q3 | $7K | Hold |
240
| – | – | ﹤0.01% | 874 |
|
|
2019
Q2 | $7K | Hold |
240
| – | – | ﹤0.01% | 876 |
|
|
2019
Q1 | $7K | Hold |
240
| – | – | ﹤0.01% | 779 |
|
|
2018
Q4 | $6K | Sell |
240
-626
| -72% | -$15.7K | ﹤0.01% | 705 |
|
|
2018
Q3 | $24K | Buy |
+866
| New | +$24K | 0.01% | 450 |
|
|
2018
Q2 | – | Sell |
-241
| Closed | -$6K | – | 831 |
|
|
2018
Q1 | $6K | Hold |
241
| – | – | ﹤0.01% | 696 |
|
|
2017
Q4 | $6K | Hold |
241
| – | – | ﹤0.01% | 696 |
|
|
2017
Q3 | $6K | Buy |
241
+2
| +0.8% | +$50 | 0.01% | 670 |
|
|
2017
Q2 | $6K | Buy |
239
+1
| +0.4% | +$25 | 0.01% | 648 |
|
|
2017
Q1 | $6K | Hold |
238
| – | – | 0.01% | 594 |
|
|
2016
Q4 | $5K | Buy |
+238
| New | +$5K | 0.01% | 575 |
|