Wealth Enhancement Advisory Services’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 | $496K | Buy |
10,147
+1,501
| +17% | +$73.4K | ﹤0.01% | 2221 |
|
|
2025
Q1 | $396K | Sell |
8,646
-1,954
| -18% | -$89.5K | ﹤0.01% | 2201 |
|
|
2024
Q4 | $486K | Buy |
10,600
+1,291
| +14% | +$59.2K | ﹤0.01% | 1997 |
|
|
2024
Q3 | $433K | Sell |
9,309
-552
| -6% | -$25.7K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $421K | Hold |
9,861
| – | – | ﹤0.01% | 1747 |
|
|
2024
Q1 | $420K | Sell |
9,861
-3,993
| -29% | -$170K | ﹤0.01% | 1696 |
|
|
2023
Q4 | $553K | Hold |
13,854
| – | – | ﹤0.01% | 1439 |
|
|
2023
Q3 | $506K | Buy |
+13,854
| New | +$506K | ﹤0.01% | 1414 |
|