BWP
Baldwin Wealth Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250
| Closed | -$10.4K | – | 814 |
|
|
2024
Q3 | $10.4K | Hold |
250
| – | – | ﹤0.01% | 793 |
|
|
2024
Q2 | $9.54K | Hold |
250
| – | – | ﹤0.01% | 547 |
|
|
2024
Q1 | $9.82K | Hold |
250
| – | – | ﹤0.01% | 557 |
|
|
2023
Q4 | $9.37K | Hold |
250
| – | – | ﹤0.01% | 583 |
|
|
2023
Q3 | $8.25K | Buy |
250
+200
| +400% | +$6.6K | ﹤0.01% | 591 |
|
|
2023
Q2 | $8.59K | Hold |
50
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $8.23K | Hold |
50
| – | – | ﹤0.01% | 632 |
|
|
2022
Q4 | $7.92K | Buy |
+50
| New | +$7.92K | ﹤0.01% | 627 |
|