Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,935
| Closed | -$217K | – | 747 |
|
|
2023
Q1 | $217K | Buy |
+5,935
| New | +$217K | 0.01% | 670 |
|
|
2022
Q2 | – | Sell |
-5,339
| Closed | -$205K | – | 605 |
|
|
2022
Q1 | $205K | Buy |
5,339
+130
| +2% | +$4.99K | 0.01% | 519 |
|
|
2021
Q4 | $207K | Buy |
+5,209
| New | +$207K | 0.01% | 537 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$17K | – | 1478 |
|
|
2021
Q1 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 1268 |
|