United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,872
| Closed | -$227K | – | 1297 |
|
|
2016
Q2 | $227K | Sell |
9,872
-9,946
| -50% | -$229K | ﹤0.01% | 1138 |
|
|
2016
Q1 | $431K | Sell |
19,818
-19,046
| -49% | -$414K | ﹤0.01% | 920 |
|
|
2015
Q4 | $799K | Sell |
38,864
-39,537
| -50% | -$813K | 0.01% | 749 |
|
|
2015
Q3 | $1.52M | Sell |
78,401
-1,572
| -2% | -$30.5K | 0.02% | 580 |
|
|
2015
Q2 | $1.66M | Buy |
+79,973
| New | +$1.66M | 0.02% | 610 |
|