XF
XML Financial’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
5,056
-278
| -5% | -$13.4K | 0.02% | 329 |
|
|
2025
Q1 | $244K | Buy |
5,334
+17
| +0.3% | +$778 | 0.02% | 311 |
|
|
2024
Q4 | $244K | Sell |
5,317
-617
| -10% | -$28.3K | 0.02% | 311 |
|
|
2024
Q3 | $276K | Buy |
5,934
+19
| +0.3% | +$884 | 0.03% | 298 |
|
|
2024
Q2 | $252K | Buy |
5,915
+22
| +0.4% | +$939 | 0.03% | 294 |
|
|
2024
Q1 | $251K | Buy |
5,893
+21
| +0.4% | +$894 | 0.03% | 298 |
|
|
2023
Q4 | $234K | Buy |
5,872
+25
| +0.4% | +$997 | 0.02% | 297 |
|
|
2023
Q3 | $214K | Buy |
5,847
+23
| +0.4% | +$840 | 0.03% | 292 |
|
|
2023
Q2 | $223K | Sell |
5,824
-5
| -0.1% | -$191 | 0.03% | 310 |
|
|
2023
Q1 | $213K | Buy |
5,829
+25
| +0.4% | +$915 | 0.03% | 304 |
|
|
2022
Q4 | $212K | Buy |
+5,804
| New | +$212K | 0.03% | 305 |
|
|
2022
Q2 | – | Sell |
-5,733
| Closed | -$220K | – | 306 |
|
|
2022
Q1 | $220K | Buy |
5,733
+472
| +9% | +$18.1K | 0.03% | 295 |
|
|
2021
Q4 | $209K | Buy |
+5,261
| New | +$209K | 0.03% | 300 |
|