Merriman Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,800
| Closed | -$531K | – | 192 |
|
|
2019
Q4 | $531K | Buy |
+23,800
| New | +$531K | 0.1% | 123 |
|
|
2019
Q3 | – | Sell |
-165,000
| Closed | -$36.2K | – | 190 |
|
|
2019
Q2 | $36.2K | Sell |
165,000
-133,684
| -45% | -$29.3K | 0.7% | 44 |
|
|
2019
Q1 | $6.4M | Buy |
+298,684
| New | +$6.4M | 1.21% | 30 |
|
|
2016
Q4 | – | Sell |
-81,188
| Closed | -$1.46M | – | 163 |
|
|
2016
Q3 | $1.46M | Buy |
+81,188
| New | +$1.46M | 0.3% | 72 |
|