Patriot Financial Group Insurance Agency’s Invesco RAFI Strategic US ETF IUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-804
| Closed | -$28K | – | 1167 |
|
|
2022
Q2 | $28K | Hold |
804
| – | – | 0.01% | 910 |
|
|
2022
Q1 | $33K | Buy |
804
+104
| +15% | +$4.27K | 0.01% | 904 |
|
|
2021
Q4 | $28K | Hold |
700
| – | – | ﹤0.01% | 1080 |
|
|
2021
Q3 | $26K | Hold |
700
| – | – | ﹤0.01% | 1094 |
|
|
2021
Q2 | $26K | Hold |
700
| – | – | ﹤0.01% | 1072 |
|
|
2021
Q1 | $25K | Buy |
+700
| New | +$25K | 0.01% | 1003 |
|