Center for Financial Planning’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 | $197K | Hold |
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|
2025
Q2 | $177K | Hold |
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|
2025
Q1 | $164K | Hold |
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|
2024
Q4 | $181K | Hold |
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|
2024
Q3 | $180K | Sell |
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|
2024
Q2 | $168K | Hold |
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|
2024
Q1 | $173K | Sell |
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|
2023
Q4 | $173K | Hold |
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|
2023
Q3 | $152K | Hold |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $139K | Hold |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $174K | Sell |
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|
2021
Q4 | $196K | Hold |
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|
2021
Q3 | $187K | Hold |
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|
2021
Q2 | $191K | Sell |
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|
2021
Q1 | $184K | Buy |
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