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Confluence Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Confluence Wealth Management’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,415
Closed -$244K – 109
2014
Q2 		$244K Hold
2,415
– – 0.14% 119
2014
Q1 		$240K Buy
+2,415
New +$240K 0.18% 79