SVA Wealth Management’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
Q2 | – | Sell |
-13,774
| Closed | -$295K | – | 216 |
|
|
2019
Q1 | $295K | Hold |
13,774
| – | – | 0.03% | 185 |
|
|
2018
Q4 | $272K | Buy |
13,774
+475
| +4% | +$9.38K | 0.03% | 183 |
|
|
2018
Q3 | $281K | Sell |
13,299
-1,018
| -7% | -$21.5K | 0.03% | 189 |
|
|
2018
Q2 | $296K | Buy |
14,317
+355
| +3% | +$7.34K | 0.03% | 180 |
|
|
2018
Q1 | $298K | Hold |
13,962
| – | – | 0.04% | 180 |
|
|
2017
Q4 | $312K | Hold |
13,962
| – | – | 0.04% | 176 |
|
|
2017
Q3 | $298K | Hold |
13,962
| – | – | 0.04% | 180 |
|
|
2017
Q2 | $277K | Sell |
13,962
-656
| -4% | -$13K | 0.04% | 175 |
|
|
2017
Q1 | $290K | Sell |
14,618
-950
| -6% | -$18.8K | 0.04% | 165 |
|
|
2016
Q4 | $283K | Hold |
15,568
| – | – | 0.04% | 169 |
|
|
2016
Q3 | $279K | Sell |
15,568
-478
| -3% | -$8.57K | 0.04% | 169 |
|
|
2016
Q2 | $261K | Hold |
16,046
| – | – | 0.04% | 175 |
|
|
2016
Q1 | $250K | Buy |
+16,046
| New | +$250K | 0.04% | 179 |
|