Bartlett & Co’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $11K | Sell |
295
-235
| -44% | -$8.76K | ﹤0.01% | 989 |
|
|
2023
Q3 | $17K | Hold |
530
| – | – | ﹤0.01% | 853 |
|
|
2023
Q2 | $18K | Hold |
530
| – | – | ﹤0.01% | 843 |
|
|
2023
Q1 | $17K | Hold |
530
| – | – | ﹤0.01% | 739 |
|
|
2022
Q4 | $17K | Buy |
530
+235
| +80% | +$7.54K | ﹤0.01% | 750 |
|
|
2022
Q3 | $9K | Buy |
+295
| New | +$9K | ﹤0.01% | 847 |
|