TBWA
Three Bridge Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,777
| Closed | -$284K | – | 90 |
|
|
2024
Q2 | $284K | Sell |
8,777
-1,762
| -17% | -$56.9K | 0.11% | 69 |
|
|
2024
Q1 | $347K | Buy |
10,539
+19
| +0.2% | +$625 | 0.14% | 73 |
|
|
2023
Q4 | $342K | Buy |
10,520
+6
| +0.1% | +$195 | 0.12% | 72 |
|
|
2023
Q3 | $311K | Buy |
10,514
+6
| +0.1% | +$177 | 0.13% | 68 |
|
|
2023
Q2 | $324K | Sell |
10,508
-86
| -0.8% | -$2.65K | 0.14% | 69 |
|
|
2023
Q1 | $329K | Sell |
10,594
-488
| -4% | -$15.1K | 0.15% | 68 |
|
|
2022
Q4 | $328K | Sell |
11,082
-1,308
| -11% | -$38.7K | 0.18% | 60 |
|
|
2022
Q3 | $317K | Buy |
12,390
+546
| +5% | +$14K | 0.16% | 64 |
|
|
2022
Q2 | $345K | Sell |
11,844
-218
| -2% | -$6.35K | 0.17% | 66 |
|
|
2022
Q1 | $416K | Buy |
+12,062
| New | +$416K | 0.12% | 63 |
|