Creative Planning’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 | $6.29M | Buy |
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|
2025
Q2 | $5.06M | Sell |
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|
2025
Q1 | $4.72M | Buy |
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|
2024
Q4 | $4.46M | Sell |
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|
2024
Q3 | $4.75M | Buy |
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|
2024
Q2 | $3.69M | Buy |
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|
2024
Q1 | $3.55M | Buy |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.27M | Sell |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.82M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $743K | Buy |
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|
2020
Q2 | $639K | Buy |
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|
2020
Q1 | $498K | Sell |
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|
2019
Q4 | $909K | Buy |
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|
2019
Q3 | $779K | Buy |
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|
2019
Q2 | $782K | Buy |
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|
2019
Q1 | $716K | Buy |
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|
2018
Q4 | $588K | Buy |
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|
2018
Q3 | $719K | Buy |
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|
2018
Q2 | $655K | Buy |
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|
2018
Q1 | $463K | Sell |
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|
2017
Q4 | $518K | Buy |
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|
2017
Q3 | $468K | Buy |
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|
2017
Q2 | $339K | Sell |
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|
2017
Q1 | $371K | Buy |
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|
2016
Q4 | $335K | Buy |
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|
2016
Q3 | $247K | Buy |
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|
2016
Q2 | $27K | Hold |
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|
2016
Q1 | $26K | Sell |
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|
2015
Q4 | $69K | Buy |
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|
2015
Q3 | $25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $28K | Hold |
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|
2014
Q4 | $28K | Sell |
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|
2014
Q3 | $206K | Buy |
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|
2014
Q2 | $217K | Sell |
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|
2014
Q1 | $213K | Buy |
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|
2013
Q4 | $10K | Buy |
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