Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $601K | Hold |
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|
2016
Q4 | $601K | Hold |
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|
2016
Q3 | $545K | Hold |
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|
2016
Q2 | $511K | Hold |
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|
2016
Q1 | $494K | Buy |
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|
2015
Q4 | $478K | Hold |
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|
2015
Q3 | $465K | Hold |
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|
2015
Q2 | $526K | Sell |
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|
2015
Q1 | $533K | Hold |
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|
2014
Q4 | $527K | Buy |
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|
2014
Q3 | $458K | Sell |
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|
2014
Q2 | $491K | Hold |
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|
2014
Q1 | $483K | Sell |
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|
2013
Q4 | $491K | Hold |
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|
2013
Q3 | $447K | Sell |
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|
2013
Q2 | $412K | Buy |
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