OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,149
| Closed | -$216K | – | 1492 |
|
|
2024
Q3 | $216K | Buy |
+4,149
| New | +$216K | ﹤0.01% | 1329 |
|
|
2019
Q3 | – | Sell |
-1,589
| Closed | -$65K | – | 969 |
|
|
2019
Q2 | $65K | Hold |
1,589
| – | – | 0.01% | 524 |
|
|
2019
Q1 | $64K | Buy |
1,589
+63
| +4% | +$2.54K | 0.01% | 451 |
|
|
2018
Q4 | $57K | Buy |
1,526
+347
| +29% | +$13K | 0.01% | 434 |
|
|
2018
Q3 | $51K | Buy |
1,179
+814
| +223% | +$35.2K | 0.01% | 408 |
|
|
2018
Q2 | $16K | Buy |
+365
| New | +$16K | ﹤0.01% | 897 |
|