AIMZ Investment 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 | $477K | Hold |
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|
2025
Q2 | $427K | Hold |
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|
2025
Q1 | $398K | Hold |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $436K | Hold |
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|
2024
Q2 | $400K | Hold |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $322K | Hold |
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|
2022
Q1 | $384K | Hold |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $370K | Hold |
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|
2020
Q4 | $317K | Hold |
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|
2020
Q3 | $246K | Hold |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $287K | Hold |
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|
2019
Q3 | $267K | Hold |
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|
2019
Q2 | $268K | Hold |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $239K | Hold |
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|
2018
Q3 | $299K | Hold |
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|
2018
Q2 | $292K | Hold |
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|
2018
Q1 | $271K | Hold |
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|
2017
Q4 | $273K | Hold |
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|
2017
Q3 | $263K | Hold |
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|
2017
Q2 | $248K | Hold |
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|
2017
Q1 | $244K | Hold |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $211K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $468K | Buy |
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|
2015
Q4 | $222K | Hold |
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|
2015
Q3 | $216K | Hold |
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|
2015
Q2 | $245K | Hold |
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|
2015
Q1 | $245K | Hold |
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|
2014
Q4 | $238K | Buy |
|