Belpointe Asset 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
Q2 | – | Sell |
-495
| Closed | -$16.3K | – | 2622 |
|
|
2023
Q1 | $16.3K | Hold |
495
| – | – | ﹤0.01% | 2434 |
|
|
2022
Q4 | $15.7K | Buy |
+495
| New | +$15.7K | ﹤0.01% | 2356 |
|
|
2021
Q2 | – | Sell |
-3,750
| Closed | -$132K | – | 1170 |
|
|
2021
Q1 | $132K | Sell |
3,750
-745
| -17% | -$26.2K | 0.01% | 898 |
|
|
2020
Q4 | $136K | Buy |
+4,495
| New | +$136K | 0.01% | 834 |
|