EWA
EverSource Wealth Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-198
| Closed | -$3.78K | – | 2978 |
|
|
2023
Q4 | $3.78K | Hold |
198
| – | – | ﹤0.01% | 1968 |
|
|
2023
Q3 | $3.53K | Buy |
198
+98
| +98% | +$1.75K | ﹤0.01% | 1831 |
|
|
2023
Q2 | $1.86K | Buy |
+100
| New | +$1.86K | ﹤0.01% | 2041 |
|
|
2022
Q4 | – | Sell |
-1,838
| Closed | -$30K | – | 2409 |
|
|
2022
Q3 | $30K | Buy |
+1,838
| New | +$30K | 0.01% | 771 |
|