Lifeworks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,508
| Closed | -$216K | – | 322 |
|
|
2024
Q4 | $216K | Sell |
4,508
-663
| -13% | -$31.8K | 0.04% | 284 |
|
|
2024
Q3 | $270K | Sell |
5,171
-1,063
| -17% | -$55.4K | 0.05% | 244 |
|
|
2024
Q2 | $303K | Sell |
6,234
-533
| -8% | -$25.9K | 0.08% | 177 |
|
|
2024
Q1 | $336K | Sell |
6,767
-1,321
| -16% | -$65.6K | 0.09% | 160 |
|
|
2023
Q4 | $383K | Buy |
+8,088
| New | +$383K | 0.13% | 142 |
|