B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,250
| Closed | -$25 | – | 1620 |
|
|
2014
Q4 | $25 | Buy |
+1,250
| New | +$25 | ﹤0.01% | 2445 |
|
|
2014
Q3 | – | Sell |
-5,410
| Closed | -$109K | – | 1576 |
|
|
2014
Q2 | $109K | Buy |
+5,410
| New | +$109K | 0.03% | 679 |
|
|
2013
Q3 | – | Sell |
-12,415
| Closed | -$201K | – | 732 |
|
|
2013
Q2 | $201K | Buy |
+12,415
| New | +$201K | 0.07% | 316 |
|