Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-210
| Closed | -$8K | – | 805 |
|
|
2021
Q4 | $8K | Sell |
210
-1,806
| -90% | -$68.8K | ﹤0.01% | 474 |
|
|
2021
Q3 | $73K | Sell |
2,016
-41
| -2% | -$1.49K | 0.03% | 187 |
|
|
2021
Q2 | $75K | Buy |
2,057
+8
| +0.4% | +$292 | 0.04% | 189 |
|
|
2021
Q1 | $71K | Buy |
2,049
+259
| +14% | +$8.98K | 0.03% | 231 |
|
|
2020
Q4 | $58K | Buy |
1,790
+8
| +0.4% | +$259 | 0.03% | 244 |
|
|
2020
Q3 | $54K | Buy |
1,782
+10
| +0.6% | +$303 | 0.03% | 230 |
|
|
2020
Q2 | $50K | Buy |
+1,772
| New | +$50K | 0.03% | 233 |
|
|
2019
Q4 | $54K | Buy |
+1,750
| New | +$54K | 0.04% | 225 |
|