Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-550
| Closed | -$22K | – | 958 |
|
|
2023
Q4 | $22K | Buy |
550
+2
| +0.4% | +$80 | ﹤0.01% | 821 |
|
|
2023
Q3 | $20K | Buy |
548
+3
| +0.6% | +$109 | ﹤0.01% | 847 |
|
|
2023
Q2 | $21K | Buy |
545
+3
| +0.6% | +$116 | ﹤0.01% | 869 |
|
|
2023
Q1 | $20K | Buy |
542
+2
| +0.4% | +$74 | ﹤0.01% | 834 |
|
|
2022
Q4 | $20K | Buy |
540
+3
| +0.6% | +$111 | ﹤0.01% | 753 |
|
|
2022
Q3 | $17K | Buy |
537
+5
| +0.9% | +$158 | ﹤0.01% | 800 |
|
|
2022
Q2 | $18K | Buy |
532
+3
| +0.6% | +$102 | ﹤0.01% | 667 |
|
|
2022
Q1 | $20K | Buy |
+529
| New | +$20K | ﹤0.01% | 719 |
|