Avidian Wealth Enterprises’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
+5,694
| New | +$327K | 0.01% | 423 |
|
|
2024
Q3 | – | Sell |
-5,172
| Closed | -$252K | – | 521 |
|
|
2024
Q2 | $252K | Sell |
5,172
-495
| -9% | -$24.1K | 0.01% | 417 |
|
|
2024
Q1 | $281K | Buy |
5,667
+60
| +1% | +$2.98K | 0.01% | 365 |
|
|
2023
Q4 | $266K | Sell |
5,607
-2,578
| -31% | -$122K | 0.02% | 360 |
|
|
2023
Q3 | $356K | Sell |
8,185
-994
| -11% | -$43.3K | 0.03% | 304 |
|
|
2023
Q2 | $413K | Sell |
9,179
-843
| -8% | -$37.9K | 0.03% | 294 |
|
|
2023
Q1 | $442K | Buy |
10,022
+2,505
| +33% | +$110K | 0.02% | 316 |
|
|
2022
Q4 | $312K | Sell |
7,517
-112
| -1% | -$4.65K | 0.02% | 351 |
|
|
2022
Q3 | $268K | Buy |
7,629
+29
| +0.4% | +$1.02K | 0.02% | 344 |
|
|
2022
Q2 | $302K | Buy |
+7,600
| New | +$302K | 0.02% | 350 |
|