Rodgers & Associates’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
Q3 | $299K | Hold |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $251K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $282K | Buy |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $278K | Buy |
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