Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
4,890
| – | – | 0.05% | 155 |
|
|
2025
Q1 | $198K | Hold |
4,890
| – | – | 0.05% | 161 |
|
|
2024
Q4 | $197K | Hold |
4,890
| – | – | 0.05% | 159 |
|
|
2024
Q3 | $199K | Hold |
4,890
| – | – | 0.05% | 161 |
|
|
2024
Q2 | $186K | Hold |
4,890
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $188K | Hold |
4,890
| – | – | 0.05% | 163 |
|
|
2023
Q4 | $172K | Hold |
4,890
| – | – | 0.05% | 159 |
|
|
2023
Q3 | $156K | Hold |
4,890
| – | – | 0.05% | 154 |
|
|
2023
Q2 | $160K | Buy |
+4,890
| New | +$160K | 0.05% | 155 |
|