TPG Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-23,305
| Closed | -$360K | – | 44 |
|
2020
Q1 | $360K | Sell |
23,305
-31,132
| -57% | -$481K | 0.36% | 33 |
|
2019
Q4 | $1.21M | Hold |
54,437
| – | – | 1% | 18 |
|
2019
Q3 | $1.09M | Sell |
54,437
-17,080
| -24% | -$343K | 0.98% | 18 |
|
2019
Q2 | $1.56M | Sell |
71,517
-2,034
| -3% | -$44.4K | 1.43% | 15 |
|
2019
Q1 | $1.6M | Sell |
73,551
-464
| -0.6% | -$10.1K | 1.55% | 16 |
|
2018
Q4 | $1.46M | Buy |
+74,015
| New | +$1.46M | 1.59% | 19 |
|