KWB Wealth’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.97M | Sell |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $2.09M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $1.35M | Hold |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $990K | Buy |
|