Wade Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,033
| Closed | -$226K | – | 81 |
|
|
2024
Q4 | $226K | Hold |
11,033
| – | – | 0.08% | 74 |
|
|
2024
Q3 | $242K | Hold |
11,033
| – | – | 0.08% | 73 |
|
|
2024
Q2 | $223K | Hold |
11,033
| – | – | 0.08% | 78 |
|
|
2024
Q1 | $215K | Sell |
11,033
-1,483
| -12% | -$28.9K | 0.08% | 77 |
|
|
2023
Q4 | $239K | Hold |
12,516
| – | – | 0.09% | 72 |
|
|
2023
Q3 | $223K | Hold |
12,516
| – | – | 0.1% | 70 |
|
|
2023
Q2 | $233K | Hold |
12,516
| – | – | 0.09% | 70 |
|
|
2023
Q1 | $230K | Hold |
12,516
| – | – | 0.1% | 73 |
|
|
2022
Q4 | $221K | Hold |
12,516
| – | – | 0.1% | 74 |
|
|
2022
Q3 | $203K | Sell |
12,516
-1
| -0% | -$16 | 0.1% | 73 |
|
|
2022
Q2 | $227K | Hold |
12,517
| – | – | 0.11% | 73 |
|
|
2022
Q1 | $261K | Buy |
12,517
+1
| +0% | +$21 | 0.11% | 72 |
|
|
2021
Q4 | $274K | Hold |
12,516
| – | – | 0.14% | 67 |
|
|
2021
Q3 | $280K | Hold |
12,516
| – | – | 0.16% | 62 |
|
|
2021
Q2 | $292K | Hold |
12,516
| – | – | 0.16% | 61 |
|
|
2021
Q1 | $282K | Hold |
12,516
| – | – | 0.18% | 60 |
|
|
2020
Q4 | $265K | Hold |
12,516
| – | – | 0.18% | 60 |
|
|
2020
Q3 | $220K | Hold |
12,516
| – | – | 0.17% | 61 |
|
|
2020
Q2 | $216K | Hold |
12,516
| – | – | 0.19% | 64 |
|
|
2020
Q1 | $193K | Hold |
12,516
| – | – | 0.19% | 58 |
|
|
2019
Q4 | $279K | Buy |
+12,516
| New | +$279K | 0.25% | 53 |
|