CFFP
Center for Financial Planning’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
20,442
+3
| +0% | +$127 | 0.1% | 71 |
|
|
2025
Q1 | $826K | Sell |
20,439
-137
| -0.7% | -$5.54K | 0.11% | 66 |
|
|
2024
Q4 | $830K | Sell |
20,576
-222
| -1% | -$8.96K | 0.11% | 62 |
|
|
2024
Q3 | $845K | Sell |
20,798
-4,406
| -17% | -$179K | 0.11% | 59 |
|
|
2024
Q2 | $957K | Sell |
25,204
-826
| -3% | -$31.3K | 0.14% | 53 |
|
|
2024
Q1 | $1M | Sell |
26,030
-222
| -0.8% | -$8.54K | 0.15% | 54 |
|
|
2023
Q4 | $924K | Buy |
26,252
+3
| +0% | +$106 | 0.17% | 57 |
|
|
2023
Q3 | $835K | Buy |
26,249
+20,766
| +379% | +$661K | 0.18% | 54 |
|
|
2023
Q2 | $897K | Buy |
5,483
+1
| +0% | +$164 | 0.19% | 55 |
|
|
2023
Q1 | $859K | Buy |
5,482
+1
| +0% | +$157 | 0.2% | 54 |
|
|
2022
Q4 | $850K | Sell |
5,481
-799
| -13% | -$124K | 0.21% | 53 |
|
|
2022
Q3 | $871K | Buy |
6,280
+1
| +0% | +$139 | 0.23% | 55 |
|
|
2022
Q2 | $931K | Buy |
6,279
+1
| +0% | +$148 | 0.24% | 50 |
|
|
2022
Q1 | $1.07M | Sell |
6,278
-102
| -2% | -$17.4K | 0.22% | 50 |
|
|
2021
Q4 | $1.1M | Sell |
6,380
-681
| -10% | -$117K | 0.22% | 51 |
|
|
2021
Q3 | $1.12M | Sell |
7,061
-455
| -6% | -$72K | 0.27% | 43 |
|
|
2021
Q2 | $1.21M | Sell |
7,516
-399
| -5% | -$64K | 0.3% | 40 |
|
|
2021
Q1 | $1.2M | Buy |
+7,915
| New | +$1.2M | 0.31% | 39 |
|
|
2020
Q3 | – | Sell |
-3,489
| Closed | -$378K | – | 463 |
|
|
2020
Q2 | $378K | Hold |
3,489
| – | – | 0.13% | 73 |
|
|
2020
Q1 | $323K | Hold |
3,489
| – | – | 0.11% | 78 |
|
|
2019
Q4 | $442K | Buy |
+3,489
| New | +$442K | 0.11% | 77 |
|