TBWA
Three Bridge Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
62,360
+38,219
| +158% | +$2.19M | 0.94% | 22 |
|
|
2025
Q1 | $1.26M | Buy |
24,141
+42
| +0.2% | +$2.18K | 0.44% | 39 |
|
|
2024
Q4 | $1.15M | Buy |
24,099
+345
| +1% | +$16.5K | 0.4% | 39 |
|
|
2024
Q3 | $1.24M | Buy |
23,754
+33
| +0.1% | +$1.72K | 0.46% | 38 |
|
|
2024
Q2 | $1.15M | Sell |
23,721
-158
| -0.7% | -$7.69K | 0.46% | 37 |
|
|
2024
Q1 | $1.19M | Sell |
23,879
-837
| -3% | -$41.6K | 0.47% | 36 |
|
|
2023
Q4 | $1.17M | Buy |
24,716
+33
| +0.1% | +$1.56K | 0.41% | 35 |
|
|
2023
Q3 | $1.07M | Buy |
24,683
+1,799
| +8% | +$78.3K | 0.45% | 42 |
|
|
2023
Q2 | $1.03M | Buy |
22,884
+2,039
| +10% | +$91.7K | 0.44% | 43 |
|
|
2023
Q1 | $918K | Buy |
20,845
+1,602
| +8% | +$70.6K | 0.43% | 48 |
|
|
2022
Q4 | $799K | Buy |
19,243
+1,469
| +8% | +$61K | 0.43% | 44 |
|
|
2022
Q3 | $624K | Buy |
17,774
+639
| +4% | +$22.4K | 0.32% | 51 |
|
|
2022
Q2 | $682K | Sell |
17,135
-1,624
| -9% | -$64.6K | 0.33% | 51 |
|
|
2022
Q1 | $865K | Buy |
+18,759
| New | +$865K | 0.24% | 48 |
|