Elevation Wealth Partners’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 | $71.6K | Sell |
1,695
-368
| -18% | -$15.6K | 0.03% | 200 |
|
|
2025
Q1 | $83.3K | Hold |
2,063
| – | – | 0.04% | 186 |
|
|
2024
Q4 | $83.2K | Hold |
2,063
| – | – | 0.04% | 183 |
|
|
2024
Q3 | $83.8K | Hold |
2,063
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $78.3K | Hold |
2,063
| – | – | 0.04% | 178 |
|
|
2024
Q1 | $79.3K | Hold |
2,063
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $65.6K | Hold |
2,063
| – | – | 0.04% | 188 |
|
|
2023
Q3 | $65.6K | Sell |
2,063
-2
| -0.1% | -$64 | 0.06% | 131 |
|
|
2023
Q2 | $67.5K | Hold |
2,065
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $64.7K | Buy |
+2,065
| New | +$64.7K | 0.06% | 134 |
|