Clearstead Advisors’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 | $18.1K | Sell |
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|
2025
Q2 | $19.4K | Sell |
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|
2025
Q1 | $18.1K | Hold |
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|
2024
Q4 | $19.8K | Buy |
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|
2024
Q3 | $19.7K | Buy |
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|
2024
Q2 | $18.1K | Buy |
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|
2024
Q1 | $18.4K | Sell |
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|
2023
Q4 | $28.9K | Sell |
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|
2023
Q3 | $32.3K | Buy |
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|
2023
Q2 | $16.8K | Hold |
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|
2023
Q1 | $16.1K | Sell |
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|
2022
Q4 | $30.7K | Hold |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $27K | Buy |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Sell |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $3K | Buy |
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