IAG Wealth Partners’s Invesco PureBeta FTSE Developed ex-North America ETF PBDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,136
Closed -$29.1K 491
2023
Q1
$29.1K Hold
1,136
0.01% 186
2022
Q4
$27.3K Buy
+1,136
New +$26.1K 0.01% 184

IAG Wealth Partners's PBDM Position: Q2 2023 in Review

IAG Wealth Partners sold out of Invesco PureBeta FTSE Developed ex-North America ETF (PBDM) in Q2 2023, closing a stake of 1,136 shares — an estimated $29.1K sold.

IAG Wealth Partners first reported a position in PBDM in Q4 2022 and held it in 2 quarters. The position peaked at $29.1K in Q1 2023. 0 funds tracked by Wall St. Rank hold PBDM as of Q2 2023.

  • IAG Wealth Partners reported no remaining Invesco PureBeta FTSE Developed ex-North America ETF position as of Q2 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 1,136 Invesco PureBeta FTSE Developed ex-North America ETF shares in Q2 2023, an estimated $29.1K.
  • IAG Wealth Partners first reported a position in Invesco PureBeta FTSE Developed ex-North America ETF in Q4 2022 and held it in 2 quarters.
  • IAG Wealth Partners's Invesco PureBeta FTSE Developed ex-North America ETF position peaked at $29.1K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Invesco PureBeta FTSE Developed ex-North America ETF as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.