PWM
Paulson Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,933
| Closed | -$207K | – | 110 |
|
|
2019
Q2 | $207K | Hold |
6,933
| – | – | 0.15% | 101 |
|
|
2019
Q1 | $207K | Buy |
+6,933
| New | +$207K | 0.16% | 106 |
|
|
2018
Q4 | – | Sell |
-14,350
| Closed | -$428K | – | 128 |
|
|
2018
Q3 | $428K | Buy |
14,350
+196
| +1% | +$5.85K | 0.38% | 70 |
|
|
2018
Q2 | $469K | Hold |
14,154
| – | – | 0.46% | 63 |
|
|
2018
Q1 | $483K | Hold |
14,154
| – | – | 0.48% | 61 |
|
|
2017
Q4 | $487K | Buy |
+14,154
| New | +$487K | 0.43% | 61 |
|