Steward Partners Investment Advisory’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
Q2 | $2.19M | Buy |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $33K | Sell |
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|
2021
Q1 | $73.7K | Buy |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $27K | Buy |
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