AEPWM
Atlantic Edge Private Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
2,680
| – | – | 0.03% | 160 |
|
|
2025
Q1 | $101K | Hold |
2,680
| – | – | 0.03% | 161 |
|
|
2024
Q4 | $112K | Buy |
2,680
+2,235
| +502% | +$93K | 0.03% | 158 |
|
|
2024
Q3 | $18.5K | Hold |
445
| – | – | 0.01% | 277 |
|
|
2024
Q2 | $17K | Hold |
445
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $17.5K | Hold |
445
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $16.7K | Buy |
+445
| New | +$16.7K | 0.01% | 252 |
|