EWM
Empirical 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-9,845
| Closed | -$214K | – | 721 |
|
2025
Q1 | $214K | Sell |
9,845
-2,467
| -20% | -$53.6K | 0.01% | 590 |
|
2024
Q4 | $252K | Buy |
12,312
+191
| +2% | +$3.91K | 0.01% | 533 |
|
2024
Q3 | $266K | Buy |
+12,121
| New | +$266K | 0.01% | 481 |
|
2023
Q4 | – | Sell |
-16,304
| Closed | -$291K | – | 502 |
|
2023
Q3 | $291K | Buy |
16,304
+1,278
| +9% | +$22.8K | 0.01% | 374 |
|
2023
Q2 | $280K | Buy |
15,026
+682
| +5% | +$12.7K | 0.01% | 378 |
|
2023
Q1 | $263K | Buy |
+14,344
| New | +$263K | 0.01% | 412 |
|
2022
Q3 | – | Sell |
-12,423
| Closed | -$226K | – | 476 |
|
2022
Q2 | $226K | Sell |
12,423
-5,055
| -29% | -$92K | 0.01% | 425 |
|
2022
Q1 | $364K | Buy |
17,478
+865
| +5% | +$18K | 0.02% | 374 |
|
2021
Q4 | $364K | Buy |
16,613
+4,910
| +42% | +$108K | 0.02% | 390 |
|
2021
Q3 | $261K | Buy |
+11,703
| New | +$261K | 0.01% | 397 |
|