Boston Standard Wealth Management’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
Q3 | $2.01M | Sell |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.15M | Hold |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $813K | Buy |
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|
2023
Q1 | $591K | Sell |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $632K | Buy |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $452K | Buy |
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|
2020
Q4 | $386K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $282K | Hold |
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|
2020
Q1 | $212K | Buy |
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|
2019
Q4 | $345K | Buy |
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|
2019
Q3 | $319K | Sell |
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|
2019
Q2 | $365K | Sell |
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|
2019
Q1 | $374K | Sell |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $381K | Buy |
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|
2018
Q1 | $355K | Sell |
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|
2017
Q4 | $377K | Sell |
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|
2017
Q3 | $399K | Buy |
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|
2017
Q2 | $378K | Sell |
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|
2017
Q1 | $378K | Sell |
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|
2016
Q4 | $389K | Sell |
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|
2016
Q3 | $510K | Sell |
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|
2016
Q2 | $794K | Sell |
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|
2016
Q1 | $1.91M | Sell |
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|
2015
Q4 | $2.63M | Sell |
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|
2015
Q3 | $3.72M | Sell |
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|
2015
Q2 | $4.87M | Buy |
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|
2015
Q1 | $4.84M | Buy |
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|
2014
Q4 | $4.32M | Buy |
|