Stratos Wealth Partners’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 | $573K | Sell |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $3.96M | Sell |
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|
2024
Q3 | $5.91M | Buy |
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|
2024
Q2 | $4.47M | Buy |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $646K | Buy |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $476K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $285K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $62K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $57K | Buy |
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|
2017
Q4 | $54K | Buy |
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