Bartlett & Co 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 | $1.19K | Sell |
51
-226
| -82% | -$5.29K | ﹤0.01% | 1136 |
|
2025
Q1 | $6.02K | Hold |
277
| – | – | ﹤0.01% | 967 |
|
2024
Q4 | $5.67K | Sell |
277
-19
| -6% | -$389 | ﹤0.01% | 957 |
|
2024
Q3 | $6.5K | Hold |
296
| – | – | ﹤0.01% | 953 |
|
2024
Q2 | $5.99K | Sell |
296
-483
| -62% | -$9.78K | ﹤0.01% | 968 |
|
2024
Q1 | $15.2K | Sell |
779
-45
| -5% | -$876 | ﹤0.01% | 861 |
|
2023
Q4 | $15.7K | Buy |
824
+579
| +236% | +$11K | ﹤0.01% | 922 |
|
2023
Q3 | $4.37K | Buy |
245
+19
| +8% | +$339 | ﹤0.01% | 1009 |
|
2023
Q2 | $4.21K | Hold |
226
| – | – | ﹤0.01% | 1005 |
|
2023
Q1 | $4.15K | Hold |
226
| – | – | ﹤0.01% | 920 |
|
2022
Q4 | $3.98K | Hold |
226
| – | – | ﹤0.01% | 947 |
|
2022
Q3 | $3.66K | Buy |
+226
| New | +$3.66K | ﹤0.01% | 973 |
|
2018
Q2 | – | Sell |
-436
| Closed | -$10.3K | – | 762 |
|
2018
Q1 | $10.3K | Buy |
+436
| New | +$10.3K | ﹤0.01% | 607 |
|