AEPWM
Atlantic Edge Private Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
2,821
| – | – | 0.03% | 158 |
|
|
2025
Q1 | $114K | Hold |
2,821
| – | – | 0.03% | 152 |
|
|
2024
Q4 | $114K | Hold |
2,821
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $115K | Hold |
2,821
| – | – | 0.03% | 156 |
|
|
2024
Q2 | $107K | Buy |
2,821
+1
| +0% | +$38 | 0.04% | 155 |
|
|
2024
Q1 | $108K | Hold |
2,820
| – | – | 0.04% | 152 |
|
|
2023
Q4 | $99.3K | Buy |
+2,820
| New | +$99.3K | 0.04% | 151 |
|