Bank of Montreal’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 | $249K | Hold |
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|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | $171K | Buy |
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|
2024
Q4 | $160K | Buy |
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|
2024
Q3 | $134K | Sell |
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|
2024
Q2 | $126K | Buy |
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|
2024
Q1 | $88.6K | Sell |
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|
2023
Q4 | $88.6K | Hold |
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|
2023
Q3 | $82.2K | Sell |
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|
2023
Q2 | $82.5K | Buy |
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|
2023
Q1 | $66K | Buy |
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|
2022
Q4 | $59.5K | Buy |
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|
2022
Q3 | $35 | Buy |
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|
2022
Q2 | $30 | Hold |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $39K | Buy |
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|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $53K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $65K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $34K | Hold |
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|
2015
Q3 | $33K | Sell |
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|
2015
Q2 | $96K | Buy |
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|
2015
Q1 | $25K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $11K | Sell |
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|
2014
Q1 | $13K | Sell |
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|
2013
Q4 | $28K | Sell |
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|
2013
Q3 | $54K | Buy |
|