Aries Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Sell |
204,934
-3,730
| -2% | -$87.2K | 1.25% | 20 |
|
|
2025
Q1 | $4.54M | Sell |
208,664
-2,180
| -1% | -$47.4K | 1.23% | 22 |
|
|
2024
Q4 | $4.32M | Buy |
210,844
+9,440
| +5% | +$193K | 1.19% | 21 |
|
|
2024
Q3 | $4.42M | Sell |
201,404
-2,000
| -1% | -$43.9K | 1.22% | 21 |
|
|
2024
Q2 | $4.12M | Buy |
203,404
+33,180
| +19% | +$672K | 1.3% | 18 |
|
|
2024
Q1 | $3.31M | Buy |
170,224
+34,240
| +25% | +$666K | 1.07% | 24 |
|
|
2023
Q4 | $2.6M | Buy |
135,984
+27,710
| +26% | +$529K | 0.93% | 28 |
|
|
2023
Q3 | $1.94M | Buy |
108,274
+23,354
| +28% | +$419K | 0.76% | 37 |
|
|
2023
Q2 | $1.58M | Buy |
84,920
+400
| +0.5% | +$7.46K | 0.61% | 48 |
|
|
2023
Q1 | $1.55M | Buy |
84,520
+14,090
| +20% | +$259K | 0.64% | 47 |
|
|
2022
Q4 | $1.24M | Buy |
70,430
+1,560
| +2% | +$27.5K | 0.53% | 55 |
|
|
2022
Q3 | $1.09M | Buy |
68,870
+17,345
| +34% | +$275K | 0.48% | 60 |
|
|
2022
Q2 | $936K | Buy |
+51,525
| New | +$936K | 0.43% | 64 |
|
|
2022
Q1 | – | Sell |
-28,686
| Closed | -$628K | – | 185 |
|
|
2021
Q4 | $628K | Buy |
28,686
+10,944
| +62% | +$240K | 0.24% | 95 |
|
|
2021
Q3 | $396K | Buy |
17,742
+5,804
| +49% | +$130K | 0.17% | 122 |
|
|
2021
Q2 | $279K | Buy |
+11,938
| New | +$279K | 0.12% | 142 |
|