OneDigital Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-2,378
| Closed | -$50K | – | 1256 |
|
2018
Q3 | $50K | Sell |
2,378
-1,680
| -41% | -$35.3K | 0.01% | 412 |
|
2018
Q2 | $84K | Hold |
4,058
| – | – | 0.02% | 368 |
|
2018
Q1 | $95K | Buy |
4,058
+3,667
| +938% | +$85.8K | 0.02% | 354 |
|
2017
Q4 | $9K | Hold |
391
| – | – | ﹤0.01% | 991 |
|
2017
Q3 | $8K | Hold |
391
| – | – | ﹤0.01% | 838 |
|
2017
Q2 | $8K | Buy |
+391
| New | +$8K | ﹤0.01% | 984 |
|