Creative Capital Management Investments’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 | $193K | Hold |
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|
2025
Q2 | $172K | Hold |
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|
2025
Q1 | $161K | Sell |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $857K | Sell |
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|
2024
Q1 | $909K | Hold |
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|
2023
Q4 | $868K | Hold |
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|
2023
Q3 | $764K | Sell |
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|
2023
Q2 | $796K | Hold |
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|
2023
Q1 | $762K | Hold |
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|
2022
Q4 | $734K | Buy |
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