RWM
Revisor Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
4,664
| – | – | 0.08% | 249 |
|
|
2025
Q1 | $214K | Buy |
+4,664
| New | +$214K | 0.1% | 209 |
|
|
2024
Q4 | – | Sell |
-4,664
| Closed | -$217K | – | 162 |
|
|
2024
Q3 | $217K | Buy |
+4,664
| New | +$217K | 0.14% | 165 |
|
|
2024
Q2 | – | Sell |
-9,328
| Closed | -$385K | – | 184 |
|
|
2024
Q1 | $385K | Buy |
+9,328
| New | +$385K | 0.17% | 142 |
|
|
2023
Q3 | – | Sell |
-9,328
| Closed | -$357K | – | 170 |
|
|
2023
Q2 | $357K | Sell |
9,328
-4,664
| -33% | -$178K | 0.32% | 79 |
|
|
2023
Q1 | $512K | Buy |
+13,992
| New | +$512K | 0.47% | 50 |
|