Wealth Enhancement Advisory Services’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,263
| Closed | -$255K | – | 2958 |
|
|
2024
Q3 | $255K | Buy |
7,263
+857
| +13% | +$30.1K | ﹤0.01% | 2261 |
|
|
2024
Q2 | $207K | Sell |
6,406
-2,349
| -27% | -$75.9K | ﹤0.01% | 2269 |
|
|
2024
Q1 | $288K | Buy |
+8,755
| New | +$288K | ﹤0.01% | 1942 |
|
|
2023
Q4 | – | Sell |
-7,864
| Closed | -$232K | – | 2326 |
|
|
2023
Q3 | $232K | Buy |
+7,864
| New | +$232K | ﹤0.01% | 1904 |
|