CIBC Private Wealth Group’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
Q2 | $260K | Sell |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $632K | Sell |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $754K | Sell |
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|
2023
Q4 | $734K | Sell |
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|
2023
Q3 | $691K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $754K | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $682K | Hold |
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|
2022
Q2 | $717K | Hold |
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|
2022
Q1 | $855K | Hold |
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|
2021
Q4 | $897K | Hold |
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|
2021
Q3 | $854K | Buy |
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|
2021
Q2 | $852K | Hold |
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|
2021
Q1 | $804K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $30K | Buy |
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|
2017
Q4 | $21K | Buy |
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