Burt Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.29M | Hold |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.1M | Hold |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $217K | Hold |
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|
2020
Q3 | $186K | Hold |
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|
2020
Q2 | $177K | Sell |
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|
2020
Q1 | $728K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5K | Sell |
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|
2018
Q4 | $636K | Buy |
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|
2018
Q3 | $5K | Sell |
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|
2018
Q2 | $192K | Hold |
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|
2018
Q1 | $188K | Hold |
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|
2017
Q4 | $194K | Hold |
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|
2017
Q3 | $183K | Hold |
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|
2017
Q2 | $176K | Hold |
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|
2017
Q1 | $175K | Hold |
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|
2016
Q4 | $170K | Hold |
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|
2016
Q3 | $159K | Hold |
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|
2016
Q2 | $154K | Hold |
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|
2016
Q1 | $150K | Sell |
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|
2015
Q4 | $229K | Buy |
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|
2015
Q3 | $152K | Hold |
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|
2015
Q2 | $152K | Hold |
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|
2015
Q1 | $152K | Hold |
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|
2014
Q4 | $152K | Buy |
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