Sequoia Financial Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
14,142
+94
| +0.7% | +$3.66K | ﹤0.01% | 944 |
|
|
2025
Q1 | $470K | Buy |
14,048
+90
| +0.6% | +$3.01K | ﹤0.01% | 870 |
|
|
2024
Q4 | $441K | Buy |
13,958
+154
| +1% | +$4.87K | ﹤0.01% | 849 |
|
|
2024
Q3 | $485K | Buy |
13,804
+2,439
| +21% | +$85.7K | 0.01% | 757 |
|
|
2024
Q2 | $367K | Hold |
11,365
| – | – | ﹤0.01% | 808 |
|
|
2024
Q1 | $374K | Sell |
11,365
-270
| -2% | -$8.88K | ﹤0.01% | 779 |
|
|
2023
Q4 | $378K | Buy |
+11,635
| New | +$378K | ﹤0.01% | 834 |
|