Echo Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
12,691
-2,210
| -15% | -$93.4K | 0.33% | 31 |
|
|
2025
Q1 | $602K | Sell |
14,901
-22
| -0.1% | -$889 | 0.41% | 30 |
|
|
2024
Q4 | $602K | Sell |
14,923
-2
| -0% | -$81 | 0.42% | 29 |
|
|
2024
Q3 | $606K | Sell |
14,925
-1,776
| -11% | -$72.2K | 0.42% | 29 |
|
|
2024
Q2 | $634K | Sell |
16,701
-492
| -3% | -$18.7K | 0.48% | 27 |
|
|
2024
Q1 | $661K | Sell |
17,193
-3,395
| -16% | -$131K | 0.55% | 27 |
|
|
2023
Q4 | $727K | Sell |
20,588
-4,646
| -18% | -$164K | 0.68% | 26 |
|
|
2023
Q3 | $803K | Sell |
25,234
-102,566
| -80% | -$3.26M | 0.86% | 24 |
|
|
2023
Q2 | $845K | Buy |
127,800
+101,275
| +382% | +$670K | 0.91% | 23 |
|
|
2023
Q1 | $832K | Sell |
26,525
-2,095
| -7% | -$65.7K | 0.92% | 24 |
|
|
2022
Q4 | $926K | Sell |
28,620
-48,655
| -63% | -$1.57M | 0.99% | 24 |
|
|
2022
Q3 | $2.34M | Buy |
77,275
+1,315
| +2% | +$39.9K | 3.08% | 11 |
|
|
2022
Q2 | $2.29M | Buy |
75,960
+3,565
| +5% | +$107K | 3.06% | 12 |
|
|
2022
Q1 | $2.46M | Buy |
72,395
+2,815
| +4% | +$95.5K | 2.89% | 13 |
|
|
2021
Q4 | $2.42M | Buy |
69,580
+2,145
| +3% | +$74.5K | 2.76% | 12 |
|
|
2021
Q3 | $2.19M | Buy |
67,435
+2,920
| +5% | +$95K | 2.6% | 13 |
|
|
2021
Q2 | $2.08M | Sell |
64,515
-7,770
| -11% | -$251K | 2.66% | 12 |
|
|
2021
Q1 | $2.19M | Sell |
72,285
-26,855
| -27% | -$815K | 2.76% | 12 |
|
|
2020
Q4 | $2.64M | Buy |
+99,140
| New | +$2.64M | 3.45% | 11 |
|