Geneos Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,438
| Closed | -$74.7K | – | 3203 |
|
|
2025
Q1 | $74.7K | Buy |
+3,438
| New | +$74.7K | ﹤0.01% | 1713 |
|
|
2024
Q1 | – | Sell |
-3,347
| Closed | -$63.9K | – | 2201 |
|
|
2023
Q4 | $63.9K | Sell |
3,347
-1,481
| -31% | -$28.3K | ﹤0.01% | 986 |
|
|
2023
Q3 | $86K | Hold |
4,828
| – | – | ﹤0.01% | 912 |
|
|
2023
Q2 | $90K | Hold |
4,828
| – | – | ﹤0.01% | 905 |
|
|
2023
Q1 | $88.6K | Buy |
+4,828
| New | +$88.6K | 0.01% | 880 |
|
|
2022
Q3 | – | Sell |
-72
| Closed | -$1K | – | 2460 |
|
|
2022
Q2 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 2529 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$10K | – | 2464 |
|
|
2018
Q3 | $10K | Sell |
500
-855
| -63% | -$17.1K | ﹤0.01% | 1846 |
|
|
2018
Q2 | $28K | Buy |
+1,355
| New | +$28K | ﹤0.01% | 1314 |
|