Sanibel Captiva Trust Company’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
2025
Q2
$523K Sell
10,850
-1,708
-14% -$82.3K 0.02% 278
2025
Q1
$575K Sell
12,558
-650
-5% -$29.8K 0.02% 257
2024
Q4
$606K Sell
13,208
-200
-1% -$9.17K 0.02% 253
2024
Q3
$624K Buy
+13,408
New +$624K 0.02% 254