BAM
Bellevue Asset Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-25
| Closed | -$3K | – | 657 |
|
2020
Q4 | $3K | Sell |
25
-34
| -58% | -$4.08K | ﹤0.01% | 537 |
|
2020
Q3 | $7K | Buy |
59
+18
| +44% | +$2.14K | ﹤0.01% | 367 |
|
2020
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 435 |
|
2020
Q1 | $4K | Buy |
41
+8
| +24% | +$780 | ﹤0.01% | 422 |
|
2019
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 371 |
|