Stifel Financial’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 | $455K | Sell |
9,441
-10,068
| -52% | -$485K | ﹤0.01% | 2834 |
|
|
2025
Q1 | $893K | Sell |
19,509
-644
| -3% | -$29.5K | ﹤0.01% | 2309 |
|
|
2024
Q4 | $924K | Sell |
20,153
-102
| -0.5% | -$4.68K | ﹤0.01% | 2297 |
|
|
2024
Q3 | $943K | Buy |
20,255
+9,387
| +86% | +$437K | ﹤0.01% | 2267 |
|
|
2024
Q2 | $464K | Buy |
10,868
+349
| +3% | +$14.9K | ﹤0.01% | 2671 |
|
|
2024
Q1 | $448K | Buy |
10,519
+2,129
| +25% | +$90.6K | ﹤0.01% | 2682 |
|
|
2023
Q4 | $335K | Sell |
8,390
-567
| -6% | -$22.6K | ﹤0.01% | 2786 |
|
|
2023
Q3 | $327K | Buy |
8,957
+573
| +7% | +$20.9K | ﹤0.01% | 2745 |
|
|
2023
Q2 | $321K | Buy |
8,384
+2
| +0% | +$76 | ﹤0.01% | 2782 |
|
|
2023
Q1 | $307K | Buy |
8,382
+3
| +0% | +$110 | ﹤0.01% | 2798 |
|
|
2022
Q4 | $306K | Buy |
+8,379
| New | +$306K | ﹤0.01% | 2753 |
|
|
2019
Q1 | – | Sell |
-20,387
| Closed | -$503K | – | 2837 |
|
|
2018
Q4 | $503K | Buy |
+20,387
| New | +$503K | ﹤0.01% | 1935 |
|