Betterment LLC’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 | $202K | Sell |
3,521
-1,449
| -29% | -$83.1K | ﹤0.01% | 496 |
|
2025
Q1 | $258K | Sell |
4,970
-82
| -2% | -$4.26K | ﹤0.01% | 421 |
|
2024
Q4 | $242K | Buy |
5,052
+45
| +0.9% | +$2.16K | ﹤0.01% | 414 |
|
2024
Q3 | $261K | Sell |
5,007
-1,376
| -22% | -$71.7K | ﹤0.01% | 390 |
|
2024
Q2 | $311K | Sell |
6,383
-95
| -1% | -$4.63K | ﹤0.01% | 342 |
|
2024
Q1 | $322K | Sell |
6,478
-274
| -4% | -$13.6K | ﹤0.01% | 303 |
|
2023
Q4 | $320K | Sell |
6,752
-1,608
| -19% | -$76.2K | ﹤0.01% | 266 |
|
2023
Q3 | $364K | Buy |
8,360
+517
| +7% | +$22.5K | ﹤0.01% | 243 |
|
2023
Q2 | $353K | Buy |
7,843
+1,007
| +15% | +$45.3K | ﹤0.01% | 230 |
|
2023
Q1 | $301K | Sell |
6,836
-690
| -9% | -$30.4K | ﹤0.01% | 232 |
|
2022
Q4 | $313K | Sell |
7,526
-1,662
| -18% | -$69.1K | ﹤0.01% | 221 |
|
2022
Q3 | $366K | Hold |
9,188
| – | – | ﹤0.01% | 196 |
|
2022
Q2 | $366K | Buy |
9,188
+773
| +9% | +$30.8K | ﹤0.01% | 196 |
|
2022
Q1 | $388K | Buy |
+8,415
| New | +$388K | ﹤0.01% | 189 |
|
2021
Q3 | – | Sell |
-4,918
| Closed | -$237K | – | 187 |
|
2021
Q2 | $237K | Sell |
4,918
-1,534
| -24% | -$73.9K | ﹤0.01% | 158 |
|
2021
Q1 | $298K | Buy |
+6,452
| New | +$298K | ﹤0.01% | 126 |
|