Carson Wealth (CWM LLC)’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 | $276K | Sell |
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|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $254K | Buy |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q3 | $138K | Buy |
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|
2024
Q2 | $92K | Buy |
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|
2024
Q1 | $74K | Buy |
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|
2023
Q4 | $44K | Hold |
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|
2023
Q3 | $39K | Hold |
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|
2023
Q2 | $40K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $9K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $229K | Buy |
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|
2015
Q3 | $213K | Hold |
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|
2015
Q2 | $241K | Hold |
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|
2015
Q1 | $242K | Hold |
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|
2014
Q4 | $234K | Hold |
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|
2014
Q3 | $219K | Hold |
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|
2014
Q2 | $234K | Buy |
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