SWA
Strategies Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
23,454
+15
| +0.1% | +$723 | 0.12% | 54 |
|
|
2025
Q1 | $1.07M | Buy |
23,439
+15
| +0.1% | +$687 | 0.13% | 52 |
|
|
2024
Q4 | $1.12M | Buy |
23,424
+14
| +0.1% | +$668 | 0.14% | 50 |
|
|
2024
Q3 | $1.09M | Buy |
23,410
+14
| +0.1% | +$652 | 0.15% | 39 |
|
|
2024
Q2 | $998K | Buy |
23,396
+16
| +0.1% | +$683 | 0.15% | 39 |
|
|
2024
Q1 | $995K | Buy |
23,380
+16
| +0.1% | +$681 | 0.15% | 39 |
|
|
2023
Q4 | $932K | Sell |
23,364
-532
| -2% | -$21.2K | 0.16% | 43 |
|
|
2023
Q3 | $873K | Sell |
23,896
-271
| -1% | -$9.9K | 0.17% | 41 |
|
|
2023
Q2 | $924K | Sell |
24,167
-179
| -0.7% | -$6.84K | 0.19% | 42 |
|
|
2023
Q1 | $891K | Buy |
24,346
+19
| +0.1% | +$695 | 0.2% | 41 |
|
|
2022
Q4 | $888K | Buy |
+24,327
| New | +$888K | 0.22% | 40 |
|
|
2022
Q2 | $831K | Buy |
24,091
+123
| +0.5% | +$4.25K | 0.24% | 48 |
|
|
2022
Q1 | $922K | Buy |
23,968
+113
| +0.5% | +$4.35K | 0.25% | 43 |
|
|
2021
Q4 | $948K | Buy |
+23,855
| New | +$948K | 0.27% | 41 |
|