CAPTRUST Financial Advisors’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
Q2 | $10.4M | Buy |
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|
2025
Q1 | $9.49M | Sell |
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|
2024
Q4 | $10.8M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $10.3M | Sell |
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|
2023
Q3 | $9.25M | Sell |
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|
2023
Q2 | $10.5M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $9.44M | Buy |
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|
2022
Q2 | $127K | Sell |
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|
2022
Q1 | $171K | Hold |
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|
2021
Q4 | $179K | Hold |
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|
2021
Q3 | $171K | Buy |
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|
2021
Q2 | $149K | Hold |
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|
2021
Q1 | $141K | Buy |
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|
2020
Q4 | $40K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $32K | Buy |
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