A detailed history of New Edge Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 8,731 shares of PFM stock, worth $406,689. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,731
Previous 9,969 12.42%
Holding current value
$406,689
Previous $425,000 4.47%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$42.65 - $46.55 $52,800 - $57,628
-1,238 Reduced 12.42%
8,731 $406,000
Q2 2024

Aug 15, 2024

BUY
$40.49 - $43.23 $15,750 - $16,816
389 Added 4.06%
9,969 $425,000
Q1 2024

May 14, 2024

SELL
$39.51 - $42.57 $6,953 - $7,492
-176 Reduced 1.8%
9,580 $407,000
Q4 2023

Feb 13, 2024

BUY
$35.25 - $39.92 $66,093 - $74,850
1,875 Added 23.79%
9,756 $389,000
Q3 2023

Nov 14, 2023

SELL
$36.49 - $39.21 $11,676 - $12,547
-320 Reduced 3.9%
7,881 $287,000
Q2 2023

Aug 14, 2023

SELL
$36.1 - $38.23 $7,220 - $7,645
-200 Reduced 2.38%
8,201 $313,000
Q1 2023

May 12, 2023

SELL
$35.15 - $37.76 $78,525 - $84,355
-2,234 Reduced 21.01%
8,401 $307,000
Q4 2022

Feb 14, 2023

BUY
$32.48 - $38.02 $345,424 - $404,342
10,635 New
10,635 $388,000
Q1 2022

May 13, 2022

SELL
$36.5 - $39.94 $192,720 - $210,883
-5,280 Closed
0 $0
Q4 2021

Feb 17, 2022

BUY
$36.17 - $39.8 $190,977 - $210,143
5,280 New
5,280 $210,000
Q2 2020

Jul 29, 2020

SELL
$23.79 - $29.99 $203,047 - $255,964
-8,535 Closed
0 $0
Q1 2020

May 04, 2020

SELL
$21.35 - $31.73 $108,137 - $160,712
-5,065 Reduced 37.24%
8,535 $210,000
Q4 2019

Jan 31, 2020

SELL
$28.8 - $30.86 $9,014 - $9,659
-313 Reduced 2.25%
13,600 $417,000
Q3 2019

Nov 06, 2019

SELL
$28.09 - $29.84 $1,320 - $1,402
-47 Reduced 0.34%
13,913 $411,000
Q2 2019

Aug 05, 2019

SELL
$27.08 - $29.03 $12,348 - $13,237
-456 Reduced 3.16%
13,960 $400,000
Q1 2019

May 14, 2019

SELL
$24.27 - $27.66 $37,691 - $42,955
-1,553 Reduced 9.73%
14,416 $399,000
Q1 2019

May 09, 2019

BUY
$24.27 - $27.66 $37,569 - $42,817
1,548 Added 10.73%
15,969 $4,000
Q4 2018

Jan 29, 2019

BUY
$23.52 - $27.72 $105,369 - $124,185
4,480 Added 45.07%
14,421 $356,000
Q3 2018

Oct 29, 2018

SELL
$25.59 - $28.02 $21,188 - $23,200
-828 Reduced 7.69%
9,941 $274,000
Q2 2018

Jul 19, 2018

BUY
$24.79 - $26.23 $266,963 - $282,470
10,769 New
10,769 $276,000

Others Institutions Holding PFM

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PFM
  • Sector ETFs
  • Industry ETFs
More about PFM
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