Cobblestone Capital 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 | $359K | Hold |
|
|||||
|
2025
Q2 | $321K | Hold |
|
|||||
|
2025
Q1 | $299K | Hold |
|
|||||
|
2024
Q4 | $329K | Hold |
|
|||||
|
2024
Q3 | $328K | Hold |
|
|||||
|
2024
Q2 | $301K | Hold |
|
|||||
|
2024
Q1 | $311K | Hold |
|
|||||
|
2023
Q4 | $296K | Hold |
|
|||||
|
2023
Q3 | $261K | Hold |
|
|||||
|
2023
Q2 | $272K | Hold |
|
|||||
|
2023
Q1 | $260K | Hold |
|
|||||
|
2022
Q4 | $250K | Hold |
|
|||||
|
2022
Q3 | $230K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $8.09M | Buy |
|