WBH Advisory’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $512K | Sell |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $535K | Sell |
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|
2024
Q3 | $572K | Sell |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $680K | Sell |
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|
2021
Q4 | $716K | Buy |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $676K | Sell |
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|
2021
Q1 | $855K | Sell |
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|
2020
Q4 | $885K | Sell |
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|
2020
Q3 | $860K | Sell |
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|
2020
Q2 | $806K | Buy |
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|
2020
Q1 | $705 | Sell |
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|
2019
Q4 | $888K | Buy |
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|
2019
Q3 | $855K | Buy |
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|
2019
Q2 | $829K | Sell |
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|
2019
Q1 | $807K | Sell |
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|
2018
Q4 | $724 | Sell |
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|
2018
Q3 | $848K | Sell |
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|
2018
Q2 | $844K | Buy |
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|
2018
Q1 | $833K | Sell |
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|
2017
Q4 | $884K | Sell |
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|
2017
Q3 | $859K | Sell |
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|
2017
Q2 | $847K | Sell |
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|
2017
Q1 | $858K | Sell |
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|
2016
Q4 | $826K | Sell |
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|
2016
Q3 | $860K | Sell |
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|
2016
Q2 | $868K | Sell |
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|
2016
Q1 | $856K | Buy |
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|
2015
Q4 | $807 | Sell |
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|
2015
Q3 | $764K | Buy |
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|
2015
Q2 | $814K | Sell |
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|
2015
Q1 | $850 | Buy |
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|
2014
Q4 | $865K | Sell |
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|
2014
Q3 | $919K | Buy |
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|
2014
Q2 | $925K | Buy |
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|
2014
Q1 | $883K | Buy |
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|
2013
Q4 | $874K | Sell |
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|
2013
Q3 | $824K | Sell |
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|
2013
Q2 | $829K | Buy |
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