Spire Wealth Management’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 | $32.7K | Buy |
679
+3
| +0.4% | +$144 | ﹤0.01% | 1353 |
|
|
2025
Q1 | $31K | Buy |
676
+2
| +0.3% | +$92 | ﹤0.01% | 1455 |
|
|
2024
Q4 | $30.9K | Buy |
674
+2
| +0.3% | +$92 | ﹤0.01% | 1464 |
|
|
2024
Q3 | $31.3K | Buy |
672
+3
| +0.4% | +$140 | ﹤0.01% | 1290 |
|
|
2024
Q2 | $28.6K | Buy |
669
+3
| +0.5% | +$128 | ﹤0.01% | 1304 |
|
|
2024
Q1 | $28.4K | Sell |
666
-2,058
| -76% | -$87.7K | ﹤0.01% | 1404 |
|
|
2023
Q4 | $109K | Buy |
2,724
+3
| +0.1% | +$120 | ﹤0.01% | 972 |
|
|
2023
Q3 | $99.4K | Buy |
2,721
+3
| +0.1% | +$110 | ﹤0.01% | 958 |
|
|
2023
Q2 | $104K | Buy |
2,718
+3
| +0.1% | +$115 | ﹤0.01% | 957 |
|
|
2023
Q1 | $99.4K | Buy |
2,715
+3
| +0.1% | +$110 | ﹤0.01% | 972 |
|
|
2022
Q4 | $99K | Buy |
2,712
+2,063
| +318% | +$75.3K | 0.01% | 744 |
|
|
2022
Q3 | $21K | Buy |
649
+3
| +0.5% | +$97 | ﹤0.01% | 1312 |
|
|
2022
Q2 | $22K | Buy |
646
+4
| +0.6% | +$136 | ﹤0.01% | 1634 |
|
|
2022
Q1 | $25K | Sell |
642
-2,058
| -76% | -$80.1K | ﹤0.01% | 1724 |
|
|
2021
Q4 | $107K | Buy |
2,700
+2,063
| +324% | +$81.8K | ﹤0.01% | 1377 |
|
|
2021
Q3 | $23K | Buy |
637
+3
| +0.5% | +$108 | ﹤0.01% | 1802 |
|
|
2021
Q2 | $23K | Sell |
634
-2,258
| -78% | -$81.9K | ﹤0.01% | 1822 |
|
|
2021
Q1 | $100K | Buy |
+2,892
| New | +$100K | ﹤0.01% | 1404 |
|