Robertson Stephens Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Hold |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $515K | Hold |
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|
2024
Q3 | $572K | Hold |
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|
2024
Q2 | $526K | Hold |
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|
2024
Q1 | $535K | Sell |
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|
2023
Q4 | $539K | Hold |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $511K | Hold |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $680K | Hold |
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|
2022
Q3 | $588K | Hold |
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|
2022
Q2 | $668K | Hold |
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|
2022
Q1 | $792K | Hold |
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|
2021
Q4 | $845K | Hold |
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|
2021
Q3 | $862K | Hold |
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|
2021
Q2 | $879K | Hold |
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|
2021
Q1 | $840K | Hold |
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|
2020
Q4 | $793K | Sell |
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|
2020
Q3 | $684K | Buy |
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