Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,191
| Closed | -$341K | – | 2019 |
|
|
2024
Q4 | $341K | Buy |
+8,191
| New | +$341K | ﹤0.01% | 1444 |
|
|
2023
Q2 | – | Sell |
-9,925
| Closed | -$327K | – | 1951 |
|
|
2023
Q1 | $327K | Hold |
9,925
| – | – | ﹤0.01% | 1358 |
|
|
2022
Q4 | $314K | Buy |
9,925
+2,025
| +26% | +$64.2K | 0.01% | 1327 |
|
|
2022
Q3 | $230K | Buy |
+7,900
| New | +$230K | ﹤0.01% | 1466 |
|