Rockefeller Capital Management’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
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|
2025
Q1 | $4.87M | Sell |
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|
2024
Q4 | $4.92M | Sell |
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|
2024
Q3 | $5.02M | Sell |
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|
2024
Q2 | $4.62M | Buy |
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|
2024
Q1 | $4.6M | Sell |
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|
2023
Q4 | $4.4M | Sell |
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|
2023
Q3 | $4.04M | Buy |
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|
2023
Q2 | $4.12M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $73K | Hold |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $76K | Hold |
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|
2021
Q4 | $79K | Sell |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $108K | Buy |
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