LWA
Lowe Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
19,174
+1,490
| +8% | +$85.6K | 0.43% | 24 |
|
|
2025
Q1 | $919K | Buy |
17,684
+125
| +0.7% | +$6.5K | 0.39% | 28 |
|
|
2024
Q4 | $841K | Buy |
17,559
+725
| +4% | +$34.7K | 0.36% | 28 |
|
|
2024
Q3 | $878K | Buy |
16,834
+425
| +3% | +$22.2K | 0.38% | 27 |
|
|
2024
Q2 | $799K | Buy |
16,409
+1,668
| +11% | +$81.2K | 0.36% | 27 |
|
|
2024
Q1 | $732K | Sell |
14,741
-265
| -2% | -$13.2K | 0.34% | 27 |
|
|
2023
Q4 | $711K | Buy |
15,006
+610
| +4% | +$28.9K | 0.35% | 25 |
|
|
2023
Q3 | $627K | Sell |
14,396
-385
| -3% | -$16.8K | 0.33% | 25 |
|
|
2023
Q2 | $665K | Buy |
14,781
+6,881
| +87% | +$309K | 0.34% | 26 |
|
|
2023
Q1 | $348K | Buy |
7,900
+5,520
| +232% | +$243K | 0.19% | 36 |
|
|
2022
Q4 | $98.9K | Buy |
2,380
+150
| +7% | +$6.23K | 0.05% | 71 |
|
|
2022
Q3 | $78K | Hold |
2,230
| – | – | 0.05% | 76 |
|
|
2022
Q2 | $89K | Buy |
2,230
+350
| +19% | +$14K | 0.05% | 68 |
|
|
2022
Q1 | $87K | Buy |
+1,880
| New | +$87K | 0.04% | 76 |
|