Advisornet Financial’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-90
| Closed | -$2.97K | – | 2473 |
|
|
2023
Q3 | $2.97K | Buy |
+90
| New | +$2.97K | ﹤0.01% | 1544 |
|
|
2022
Q2 | – | Sell |
-2,050
| Closed | -$75K | – | 2076 |
|
|
2022
Q1 | $75K | Hold |
2,050
| – | – | ﹤0.01% | 827 |
|
|
2021
Q4 | $79K | Buy |
+2,050
| New | +$79K | ﹤0.01% | 879 |
|
|
2021
Q3 | – | Sell |
-870
| Closed | -$33K | – | 1965 |
|
|
2021
Q2 | $33K | Hold |
870
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q1 | $31K | Hold |
870
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q4 | $26K | Hold |
870
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q3 | $20K | Hold |
870
| – | – | ﹤0.01% | 1088 |
|
|
2020
Q2 | $19K | Hold |
870
| – | – | ﹤0.01% | 1115 |
|
|
2020
Q1 | $16K | Hold |
870
| – | – | ﹤0.01% | 1127 |
|
|
2019
Q4 | $24K | Hold |
870
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q3 | $22K | Hold |
870
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q2 | $22K | Hold |
870
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q1 | $22K | Hold |
870
| – | – | ﹤0.01% | 973 |
|
|
2018
Q4 | $20K | Hold |
870
| – | – | ﹤0.01% | 930 |
|
|
2018
Q3 | $25K | Sell |
870
-120
| -12% | -$3.45K | ﹤0.01% | 903 |
|
|
2018
Q2 | $28K | Buy |
+990
| New | +$28K | ﹤0.01% | 864 |
|