Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31,952
| Closed | -$991K | – | 1945 |
|
|
2023
Q1 | $991K | Buy |
31,952
+445
| +1% | +$13.8K | 0.01% | 801 |
|
|
2022
Q4 | $933K | Sell |
31,507
-17,315
| -35% | -$513K | 0.02% | 781 |
|
|
2022
Q3 | $1.25M | Buy |
48,822
+9,028
| +23% | +$231K | 0.02% | 636 |
|
|
2022
Q2 | $1.16M | Buy |
39,794
+27,865
| +234% | +$811K | 0.02% | 621 |
|
|
2022
Q1 | $411K | Buy |
+11,929
| New | +$411K | 0.01% | 1169 |
|