EverSource Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-96
| Closed | -$3.37K | – | 3806 |
|
|
2024
Q3 | $3.37K | Hold |
96
| – | – | ﹤0.01% | 2371 |
|
|
2024
Q2 | $3.25K | Hold |
96
| – | – | ﹤0.01% | 2375 |
|
|
2024
Q1 | $3.07K | Sell |
96
-135
| -58% | -$4.31K | ﹤0.01% | 2238 |
|
|
2023
Q4 | $7.5K | Buy |
231
+135
| +141% | +$4.39K | ﹤0.01% | 1691 |
|
|
2023
Q3 | $2.84K | Buy |
+96
| New | +$2.84K | ﹤0.01% | 1902 |
|