Beacon Pointe Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $512K | Sell |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $444K | Sell |
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|
2022
Q1 | $598K | Buy |
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