United Capital Financial Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-30,739
| Closed | -$524K | – | 1310 |
|
|
2019
Q4 | $524K | Buy |
30,739
+12,676
| +70% | +$216K | ﹤0.01% | 968 |
|
|
2019
Q3 | $290K | Buy |
18,063
+3,750
| +26% | +$60.2K | ﹤0.01% | 1074 |
|
|
2019
Q2 | $234K | Hold |
14,313
| – | – | ﹤0.01% | 1289 |
|
|
2019
Q1 | $227K | Hold |
14,313
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q4 | $202K | Buy |
14,313
+3,124
| +28% | +$44.1K | ﹤0.01% | 1197 |
|
|
2018
Q3 | $176K | Sell |
11,189
-1,500
| -12% | -$23.6K | ﹤0.01% | 1266 |
|
|
2018
Q2 | $198K | Buy |
12,689
+1,300
| +11% | +$20.3K | ﹤0.01% | 1231 |
|
|
2018
Q1 | $179K | Hold |
11,389
| – | – | ﹤0.01% | 1243 |
|
|
2017
Q4 | $188K | Buy |
+11,389
| New | +$188K | ﹤0.01% | 1245 |
|