Larson Financial Group’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $87.8K | Buy |
+2,256
| New | +$87.8K | ﹤0.01% | 887 |
|
2024
Q4 | – | Sell |
-686
| Closed | -$24.1K | – | 2849 |
|
2024
Q3 | $24.1K | Buy |
686
+614
| +853% | +$21.6K | ﹤0.01% | 1123 |
|
2024
Q2 | $2.33K | Buy |
+72
| New | +$2.33K | ﹤0.01% | 1567 |
|
2024
Q1 | – | Sell |
-311
| Closed | -$10.1K | – | 1873 |
|
2023
Q4 | $10.1K | Sell |
311
-1,437
| -82% | -$46.7K | ﹤0.01% | 1011 |
|
2023
Q3 | $51.6K | Buy |
1,748
+1,367
| +359% | +$40.4K | 0.01% | 603 |
|
2023
Q2 | $11.7K | Hold |
381
| – | – | ﹤0.01% | 883 |
|
2023
Q1 | $11.8K | Hold |
381
| – | – | ﹤0.01% | 874 |
|
2022
Q4 | $11.3K | Hold |
381
| – | – | ﹤0.01% | 827 |
|
2022
Q3 | $10K | Buy |
+381
| New | +$10K | ﹤0.01% | 794 |
|