Baystate Wealth Management’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 | $32.6K | Buy |
869
+3
| +0.3% | +$113 | ﹤0.01% | 460 |
|
|
2023
Q3 | $28.6K | Buy |
866
+6
| +0.7% | +$198 | ﹤0.01% | 424 |
|
|
2023
Q2 | $29.7K | Buy |
860
+5
| +0.6% | +$172 | ﹤0.01% | 405 |
|
|
2023
Q1 | $28.3K | Hold |
855
| – | – | ﹤0.01% | 412 |
|
|
2022
Q4 | $27K | Buy |
855
+5
| +0.6% | +$158 | ﹤0.01% | 421 |
|
|
2022
Q3 | $25K | Buy |
850
+5
| +0.6% | +$147 | ﹤0.01% | 400 |
|
|
2022
Q2 | $26K | Hold |
845
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $31K | Buy |
+845
| New | +$31K | ﹤0.01% | 392 |
|