Bartlett & Co Wealth Management’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 | $16.4K | Buy |
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|
2025
Q2 | $12K | Hold |
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|
2025
Q1 | $11.2K | Hold |
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|
2024
Q4 | $12.3K | Hold |
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|
2024
Q3 | $12.3K | Hold |
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|
2024
Q2 | $11.3K | Hold |
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|
2024
Q1 | $11.6K | Hold |
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|
2023
Q4 | $11.2K | Sell |
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|
2023
Q3 | $17.5K | Hold |
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|
2023
Q2 | $18.2K | Hold |
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|
2023
Q1 | $17.4K | Hold |
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|
2022
Q4 | $16.8K | Buy |
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|
2022
Q3 | $8.6K | Buy |
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