BHK Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,342
| Closed | -$298K | – | 88 |
|
|
2019
Q2 | $298K | Buy |
7,342
+700
| +11% | +$28.4K | 0.17% | 69 |
|
|
2019
Q1 | $269K | Sell |
6,642
-550
| -8% | -$22.3K | 0.16% | 74 |
|
|
2018
Q4 | $270K | Sell |
7,192
-300
| -4% | -$11.3K | 0.2% | 56 |
|
|
2018
Q3 | $324K | Buy |
7,492
+800
| +12% | +$34.6K | 0.22% | 53 |
|
|
2018
Q2 | $288K | Buy |
6,692
+2,151
| +47% | +$92.6K | 0.2% | 54 |
|
|
2018
Q1 | $203K | Buy |
+4,541
| New | +$203K | 0.15% | 67 |
|