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

Confluence Wealth Services’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,030
Closed -$39K – 915
2021
Q4 		$39K Buy
+1,030
New +$39K 0.01% 536