BWM
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Birchcreek Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,724
Closed -$219K 137
2023
Q1
$219K Sell
5,724
-2,958
-34% -$113K 0.17% 117
2022
Q4
$317K Buy
+8,682
New +$317K 0.28% 89