Truvestments Capital’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 | $808K | Buy |
16,765
+29
| +0.2% | +$1.4K | 0.16% | 130 |
|
|
2025
Q1 | $766K | Buy |
+16,736
| New | +$766K | 0.17% | 118 |
|
|
2024
Q2 | – | Sell |
-4,915
| Closed | -$209K | – | 546 |
|
|
2024
Q1 | $209K | Buy |
4,915
+21
| +0.4% | +$894 | 0.08% | 212 |
|
|
2023
Q4 | $195K | Buy |
4,894
+25
| +0.5% | +$997 | 0.09% | 210 |
|
|
2023
Q3 | $178K | Buy |
4,869
+23
| +0.5% | +$840 | 0.09% | 189 |
|
|
2023
Q2 | $185K | Sell |
4,846
-504
| -9% | -$19.3K | 0.09% | 197 |
|
|
2023
Q1 | $196K | Buy |
5,350
+26
| +0.5% | +$952 | 0.1% | 165 |
|
|
2022
Q4 | $194K | Sell |
5,324
-3,294
| -38% | -$120K | 0.11% | 145 |
|
|
2022
Q3 | $279K | Buy |
8,618
+53
| +0.6% | +$1.72K | 0.18% | 118 |
|
|
2022
Q2 | $296K | Buy |
8,565
+2,367
| +38% | +$81.8K | 0.17% | 119 |
|
|
2022
Q1 | $238K | Buy |
6,198
+1,039
| +20% | +$39.9K | 0.13% | 151 |
|
|
2021
Q4 | $205K | Sell |
5,159
-234
| -4% | -$9.3K | 0.1% | 156 |
|
|
2021
Q3 | $194K | Buy |
+5,393
| New | +$194K | 0.11% | 156 |
|