SteelPeak Wealth’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 | – | Sell |
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|
2025
Q2 | $833K | Sell |
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|
2025
Q1 | $6.98M | Buy |
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|
2024
Q4 | $2.61M | Buy |
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|
2024
Q3 | $805K | Hold |
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|
2024
Q2 | $737K | Hold |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $607K | Hold |
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|
2022
Q1 | $677K | Hold |
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|
2021
Q4 | $699K | Buy |
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|
2021
Q3 | $605K | Hold |
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|
2021
Q2 | $610K | Hold |
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|
2021
Q1 | $582K | Sell |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.27M | Buy |
|