BRWA
PRFZ icon

B. Riley Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

B. Riley Wealth Advisors’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,250
Closed -$25 – 1624
2014
Q4 		$25 Buy
+1,250
New +$24.3K ﹤0.01% 2448
2014
Q3 		– Sell
-5,410
Closed -$109K – 1575
2014
Q2 		$109K Buy
+5,410
New +$105K 0.03% 679
2013
Q3 		– Sell
-12,415
Closed -$201K – 732
2013
Q2 		$201K Buy
+12,415
New +$197K 0.07% 316

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LPL Financial
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FMWA
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RJA
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FWM
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CCWA
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