Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-39
| Closed | -$1.94K | – | 365 |
|
|
2024
Q1 | $1.94K | Sell |
39
-262
| -87% | -$13K | ﹤0.01% | 333 |
|
|
2023
Q4 | $12.5K | Buy |
301
+262
| +672% | +$10.9K | ﹤0.01% | 171 |
|
|
2023
Q3 | $1.7K | Sell |
39
-301
| -89% | -$13.1K | ﹤0.01% | 319 |
|
|
2023
Q2 | $15.3K | Buy |
340
+39
| +13% | +$1.75K | ﹤0.01% | 196 |
|
|
2023
Q1 | $13.3K | Hold |
301
| – | – | ﹤0.01% | 212 |
|
|
2022
Q4 | $12.5K | Hold |
301
| – | – | ﹤0.01% | 171 |
|
|
2022
Q3 | $10.6K | Hold |
301
| – | – | ﹤0.01% | 160 |
|
|
2022
Q2 | $12K | Buy |
+301
| New | +$12K | ﹤0.01% | 157 |
|
|
2020
Q1 | – | Sell |
-5,192
| Closed | -$221K | – | 39 |
|
|
2019
Q4 | $221K | Buy |
+5,192
| New | +$221K | 0.1% | 34 |
|