DAS
Diversify Advisory Services’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
41,166
+5,613
| +16% | +$240K | 0.07% | 208 |
|
|
2025
Q1 | $1.32M | Buy |
35,553
+696
| +2% | +$25.8K | 0.08% | 171 |
|
|
2024
Q4 | $1.43M | Buy |
34,857
+681
| +2% | +$27.9K | 0.08% | 179 |
|
|
2024
Q3 | $1.42M | Buy |
34,176
+2,794
| +9% | +$116K | 0.08% | 203 |
|
|
2024
Q2 | $1.18M | Sell |
31,382
-1,496
| -5% | -$56.4K | 0.06% | 213 |
|
|
2024
Q1 | $1.28M | Buy |
+32,878
| New | +$1.28M | 0.08% | 203 |
|