Simplicity Solutions’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,911
| Closed | -$326K | – | 830 |
|
|
2020
Q4 | $326K | Buy |
+9,911
| New | +$326K | ﹤0.01% | 767 |
|
|
2020
Q3 | – | Sell |
-30,282
| Closed | -$854K | – | 926 |
|
|
2020
Q2 | $854K | Buy |
30,282
+4,149
| +16% | +$117K | 0.02% | 509 |
|
|
2020
Q1 | $644K | Buy |
+26,133
| New | +$644K | 0.02% | 436 |
|