Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
48,146
-2,131
| -4% | -$103K | 0.03% | 466 |
|
|
2025
Q1 | $2.3M | Sell |
50,277
-479
| -0.9% | -$21.9K | 0.03% | 448 |
|
|
2024
Q4 | $2.33M | Sell |
50,756
-5,321
| -9% | -$244K | 0.04% | 351 |
|
|
2024
Q3 | $2.61M | Sell |
56,077
-351
| -0.6% | -$16.3K | 0.05% | 288 |
|
|
2024
Q2 | $2.41M | Sell |
56,428
-2,199
| -4% | -$93.8K | 0.05% | 284 |
|
|
2024
Q1 | $2.5M | Buy |
+58,627
| New | +$2.5M | 0.06% | 229 |
|