Corient Private Wealth’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
Q3 | $991K | Buy |
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|
2025
Q2 | $838K | Buy |
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|
2025
Q1 | $770K | Buy |
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|
2024
Q4 | $745K | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $577K | Sell |
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $802K | Buy |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $3.82M | Buy |
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|
2022
Q4 | $3.51M | Buy |
|