Coppell Advisory Solutions’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-230
| Closed | -$8.77K | – | 1945 |
|
|
2024
Q2 | $8.77K | Buy |
+230
| New | +$8.77K | ﹤0.01% | 1051 |
|
|
2023
Q4 | $8.62K | Buy |
230
+124
| +117% | +$4.65K | ﹤0.01% | 969 |
|
|
2023
Q3 | $16.8K | Sell |
106
-424
| -80% | -$67.2K | 0.01% | 523 |
|
|
2023
Q2 | $18.2K | Buy |
+530
| New | +$18.2K | 0.01% | 573 |
|
|
2023
Q1 | – | Sell |
-530
| Closed | -$16.8K | – | 838 |
|
|
2022
Q4 | $16.8K | Buy |
+530
| New | +$16.8K | 0.01% | 527 |
|