Carson Wealth (CWM LLC)’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
Q3 | $2.24M | Buy |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $768K | Sell |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $925K | Buy |
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|
2024
Q1 | $925K | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $698K | Hold |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $785K | Sell |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $769K | Sell |
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|
2022
Q1 | $909K | Sell |
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|
2021
Q4 | $919K | Buy |
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|
2021
Q2 | $840K | Hold |
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|
2021
Q1 | $840K | Hold |
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|
2020
Q4 | $840K | Hold |
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|
2020
Q3 | $840K | Hold |
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|
2020
Q2 | $840K | Hold |
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|
2020
Q1 | $840K | Hold |
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|
2019
Q4 | $840K | Hold |
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|
2019
Q3 | $840K | Hold |
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|
2019
Q2 | $840K | Hold |
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|
2019
Q1 | $840K | Sell |
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|
2018
Q4 | $770K | Buy |
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|
2018
Q3 | $889K | Buy |
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|
2018
Q2 | $665K | Sell |
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|
2018
Q1 | $677K | Buy |
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|
2017
Q4 | $660K | Hold |
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|
2017
Q3 | $623K | Hold |
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|
2017
Q2 | $601K | Hold |
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|
2017
Q1 | $596K | Sell |
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|
2016
Q4 | $611K | Sell |
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|
2016
Q3 | $575K | Buy |
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|
2016
Q2 | $548K | Sell |
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|
2016
Q1 | $587K | Buy |
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|
2015
Q4 | $271K | Buy |
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|
2015
Q3 | $249K | Hold |
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|
2015
Q2 | $272K | Hold |
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|
2015
Q1 | $274K | Hold |
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|
2014
Q4 | $274K | Sell |
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|
2014
Q3 | $397K | Hold |
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|
2014
Q2 | $399K | Buy |
|