Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-414
| Closed | -$14K | – | 771 |
|
|
2022
Q2 | $14K | Buy |
+414
| New | +$14K | 0.01% | 606 |
|
|
2022
Q1 | – | Sell |
-414
| Closed | -$16K | – | 710 |
|
|
2021
Q4 | $16K | Buy |
414
+60
| +17% | +$2.32K | 0.01% | 604 |
|
|
2021
Q3 | $13K | Buy |
+354
| New | +$13K | 0.01% | 619 |
|
|
2021
Q2 | – | Sell |
-1,354
| Closed | -$47K | – | 587 |
|
|
2021
Q1 | $47K | Buy |
+1,354
| New | +$47K | 0.03% | 348 |
|
|
2020
Q1 | – | Sell |
-1,396
| Closed | -$43K | – | 471 |
|
|
2019
Q4 | $43K | Buy |
+1,396
| New | +$43K | 0.03% | 287 |
|