Avantax Planning Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
31,127
| – | – | 0.04% | 171 |
|
|
2025
Q1 | $1.26M | Buy |
31,127
+187
| +0.6% | +$7.56K | 0.04% | 168 |
|
|
2024
Q4 | $1.25M | Hold |
30,940
| – | – | 0.05% | 161 |
|
|
2024
Q3 | $1.26M | Sell |
30,940
-3,700
| -11% | -$150K | 0.05% | 160 |
|
|
2024
Q2 | $1.31M | Hold |
34,640
| – | – | 0.04% | 183 |
|
|
2024
Q1 | $1.33M | Buy |
34,640
+1,050
| +3% | +$40.4K | 0.04% | 186 |
|
|
2023
Q4 | $1.18M | Hold |
33,590
| – | – | 0.05% | 160 |
|
|
2023
Q3 | $1.07M | Buy |
33,590
+2,515
| +8% | +$80K | 0.04% | 157 |
|
|
2023
Q2 | $1.02M | Hold |
31,075
| – | – | 0.04% | 161 |
|
|
2023
Q1 | $974K | Sell |
31,075
-2,700
| -8% | -$84.7K | 0.04% | 167 |
|
|
2022
Q4 | $1.05M | Sell |
33,775
-2,355
| -7% | -$73.1K | 0.04% | 160 |
|
|
2022
Q3 | $1M | Buy |
36,130
+990
| +3% | +$27.5K | 0.05% | 147 |
|
|
2022
Q2 | $1.04M | Hold |
35,140
| – | – | 0.04% | 148 |
|
|
2022
Q1 | $1.2M | Hold |
35,140
| – | – | 0.05% | 143 |
|
|
2021
Q4 | $1.21M | Buy |
+35,140
| New | +$1.21M | 0.05% | 146 |
|