CWM
Collaborative Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,684
| Closed | -$330K | – | 173 |
|
|
2023
Q2 | $330K | Sell |
17,684
-403
| -2% | -$7.51K | 0.2% | 115 |
|
|
2023
Q1 | $332K | Sell |
18,087
-5,814
| -24% | -$107K | 0.21% | 117 |
|
|
2022
Q4 | $421K | Buy |
23,901
+373
| +2% | +$6.57K | 0.28% | 96 |
|
|
2022
Q3 | $381K | Sell |
23,528
-1,045
| -4% | -$16.9K | 0.27% | 97 |
|
|
2022
Q2 | $446K | Buy |
+24,573
| New | +$446K | 0.29% | 97 |
|
|
2021
Q4 | $548K | Buy |
+25,017
| New | +$548K | 0.3% | 109 |
|
|
2021
Q1 | $522K | Buy |
+25,078
| New | +$522K | 0.3% | 106 |
|