Cedar Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-258
| Closed | -$11.4K | – | 309 |
|
|
2023
Q1 | $11.4K | Sell |
258
-1,675
| -87% | -$73.8K | ﹤0.01% | 229 |
|
|
2022
Q4 | $80.3K | Sell |
1,933
-78
| -4% | -$3.24K | 0.04% | 119 |
|
|
2022
Q3 | $71K | Buy |
2,011
+1,711
| +570% | +$60.4K | 0.04% | 142 |
|
|
2022
Q2 | $12K | Sell |
300
-147
| -33% | -$5.88K | 0.01% | 259 |
|
|
2022
Q1 | $21K | Sell |
447
-1,519
| -77% | -$71.4K | 0.01% | 246 |
|
|
2021
Q4 | $93K | Sell |
1,966
-865
| -31% | -$40.9K | 0.04% | 149 |
|
|
2021
Q3 | $133K | Sell |
2,831
-6
| -0.2% | -$282 | 0.06% | 125 |
|
|
2021
Q2 | $137K | Sell |
2,837
-4
| -0.1% | -$193 | 0.06% | 125 |
|
|
2021
Q1 | $131K | Hold |
2,841
| – | – | 0.07% | 113 |
|
|
2020
Q4 | $121K | Hold |
2,841
| – | – | 0.06% | 103 |
|
|
2020
Q3 | $101K | Sell |
2,841
-3
| -0.1% | -$107 | 0.06% | 106 |
|
|
2020
Q2 | $98K | Buy |
2,844
+236
| +9% | +$8.13K | 0.07% | 103 |
|
|
2020
Q1 | $79K | Buy |
+2,608
| New | +$79K | 0.05% | 109 |
|