Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,190
| Closed | -$204K | – | 789 |
|
|
2024
Q1 | $204K | Sell |
5,190
-404
| -7% | -$15.9K | ﹤0.01% | 705 |
|
|
2023
Q4 | $210K | Buy |
+5,594
| New | +$210K | ﹤0.01% | 670 |
|
|
2020
Q3 | – | Sell |
-21,970
| Closed | -$491K | – | 490 |
|
|
2020
Q2 | $491K | Buy |
21,970
+3,360
| +18% | +$75.1K | 0.05% | 220 |
|
|
2020
Q1 | $333K | Sell |
18,610
-10,675
| -36% | -$191K | 0.03% | 323 |
|
|
2019
Q4 | $801K | Sell |
29,285
-1,550
| -5% | -$42.4K | 0.08% | 189 |
|
|
2019
Q3 | $783K | Hold |
30,835
| – | – | 0.08% | 172 |
|
|
2019
Q2 | $787K | Sell |
30,835
-1,920
| -6% | -$49K | 0.09% | 173 |
|
|
2019
Q1 | $836K | Buy |
+32,755
| New | +$836K | 0.11% | 158 |
|