Colonial Trust 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
Q2 | $291K | Hold |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $270K | Buy |
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