Addison Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73.8K | Hold |
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|
2025
Q2 | $66.1K | Hold |
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2025
Q1 | $61.5K | Hold |
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|
2024
Q4 | $67.6K | Hold |
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|
2024
Q3 | $67.5K | Sell |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $124K | Hold |
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|
2023
Q4 | $118K | Hold |
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|
2023
Q3 | $104K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $104K | Sell |
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|
2022
Q4 | $107K | Hold |
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|
2022
Q3 | $99K | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $155K | Hold |
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|
2021
Q4 | $163K | Hold |
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|
2021
Q3 | $155K | Sell |
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|
2021
Q2 | $261K | Buy |
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|
2020
Q4 | $185K | Buy |
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