Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,325
| Closed | -$52K | – | 1533 |
|
|
2021
Q1 | $52K | Buy |
+2,325
| New | +$52K | ﹤0.01% | 861 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$15K | – | 1097 |
|
|
2020
Q1 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 806 |
|
|
2019
Q4 | $22K | Sell |
1,000
-4,287
| -81% | -$94.3K | ﹤0.01% | 745 |
|
|
2019
Q3 | $106K | Sell |
5,287
-1,681
| -24% | -$33.7K | 0.02% | 376 |
|
|
2019
Q2 | $151K | Buy |
6,968
+5,968
| +597% | +$129K | 0.02% | 311 |
|
|
2019
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 649 |
|
|
2018
Q4 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 625 |
|
|
2018
Q3 | $21K | Buy |
1,000
+500
| +100% | +$10.5K | ﹤0.01% | 662 |
|
|
2018
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 843 |
|
|
2018
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 694 |
|
|
2017
Q4 | $11K | Sell |
500
-1,000
| -67% | -$22K | ﹤0.01% | 660 |
|
|
2017
Q3 | $32K | Buy |
+1,500
| New | +$32K | 0.01% | 362 |
|