Adams Chetwood Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.19M | Buy |
92,500
+5,582
| +6% | +$192K | 1.81% | 12 |
|
|
2021
Q4 | $3.2M | Buy |
86,918
+5,897
| +7% | +$217K | 2.17% | 12 |
|
|
2021
Q3 | $3.04M | Buy |
81,021
+5,920
| +8% | +$222K | 2.2% | 12 |
|
|
2021
Q2 | $2.87M | Buy |
75,101
+3,034
| +4% | +$116K | 2.03% | 11 |
|
|
2021
Q1 | $2.64M | Buy |
72,067
+2,008
| +3% | +$73.5K | 2.01% | 10 |
|
|
2020
Q4 | $2.42M | Buy |
70,059
+1,532
| +2% | +$52.9K | 2.01% | 11 |
|
|
2020
Q3 | $2.04M | Sell |
68,527
-615
| -0.9% | -$18.3K | 1.96% | 12 |
|
|
2020
Q2 | $1.9M | Buy |
+69,142
| New | +$1.9M | 1.93% | 10 |
|