Bell Investment 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 | $1.46M | Buy |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $143K | Buy |
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|
2024
Q3 | $142K | Sell |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $146K | Sell |
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|
2023
Q4 | $140K | Sell |
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|
2023
Q3 | $124K | Sell |
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|
2023
Q2 | $151K | Hold |
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|
2023
Q1 | $145K | Hold |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $128K | Buy |
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|
2021
Q4 | $160K | Buy |
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|
2021
Q3 | $152K | Buy |
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