Summit Financial Strategies’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 | $314K | Buy |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $378K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $207K | Hold |
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|
2019
Q2 | $210K | Hold |
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|
2019
Q1 | $210K | Sell |
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|
2018
Q4 | $201K | Hold |
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|
2018
Q3 | $238K | Hold |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $248K | Hold |
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|
2017
Q4 | $250K | Hold |
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|
2017
Q3 | $239K | Hold |
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|
2017
Q2 | $227K | Hold |
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|
2017
Q1 | $213K | Buy |
|