Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,687
| Closed | -$330K | – | 348 |
|
|
2018
Q4 | $330K | Buy |
16,687
+45
| +0.3% | +$890 | 0.07% | 229 |
|
|
2018
Q3 | $352K | Buy |
+16,642
| New | +$352K | 0.07% | 222 |
|
|
2017
Q4 | – | Sell |
-13,490
| Closed | -$288K | – | 304 |
|
|
2017
Q3 | $288K | Buy |
13,490
+2,726
| +25% | +$58.2K | 0.07% | 222 |
|
|
2017
Q2 | $214K | Buy |
10,764
+511
| +5% | +$10.2K | 0.05% | 244 |
|
|
2017
Q1 | $203K | Buy |
+10,253
| New | +$203K | 0.05% | 247 |
|