Badgley Phelps Wealth Managers’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Sell |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $275K | Sell |
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|
2021
Q3 | $284K | Buy |
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