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Newbridge Financial Services Group’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Newbridge Financial Services Group’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-74
Closed -$3K – 1506
2021
Q3 		$3K Buy
+74
New +$2.85K ﹤0.01% 1128

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ACWM
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BOTW
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Newbridge Financial Services Group's PDN Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2021, closing a stake of 74 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in PDN in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 85 funds tracked by Wall St. Rank hold PDN as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 74 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2021, an estimated $3K.
  • Newbridge Financial Services Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $3K in Q3 2021.
  • 85 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.