Valeo Financial Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-343
| Closed | -$16K | – | 1399 |
|
|
2021
Q1 | $16K | Buy |
343
+139
| +68% | +$6.48K | ﹤0.01% | 1165 |
|
|
2020
Q4 | $9K | Hold |
204
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q3 | $7K | Sell |
204
-171
| -46% | -$5.87K | ﹤0.01% | 1129 |
|
|
2020
Q2 | $13K | Buy |
+375
| New | +$13K | ﹤0.01% | 1137 |
|
|
2020
Q1 | – | Sell |
-61
| Closed | -$3K | – | 1837 |
|
|
2019
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 1394 |
|