Cassady Schiller Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36.9K | Hold |
915
| – | – | 0.01% | 229 |
|
|
2024
Q3 | $37.2K | Hold |
915
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $34.7K | Hold |
915
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $35.2K | Hold |
915
| – | – | 0.02% | 235 |
|
|
2023
Q4 | $32.2K | Hold |
915
| – | – | 0.02% | 236 |
|
|
2023
Q3 | $29.1K | Hold |
915
| – | – | 0.02% | 240 |
|
|
2023
Q2 | $29.9K | Hold |
915
| – | – | 0.02% | 249 |
|
|
2023
Q1 | $28.7K | Hold |
915
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $28.4K | Buy |
+915
| New | +$28.4K | 0.02% | 241 |
|
|
2022
Q1 | – | Sell |
-915
| Closed | -$31K | – | 471 |
|
|
2021
Q4 | $31K | Buy |
+915
| New | +$31K | 0.02% | 242 |
|