Elevation Wealth Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48K | Hold |
61
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $2.31K | Hold |
61
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $2.54K | Hold |
61
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $2.54K | Hold |
61
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $2.33K | Hold |
61
| – | – | ﹤0.01% | 445 |
|
|
2024
Q1 | $2.4K | Sell |
61
-264
| -81% | -$10.4K | ﹤0.01% | 414 |
|
|
2023
Q4 | $10.7K | Hold |
325
| – | – | 0.01% | 325 |
|
|
2023
Q3 | $10.7K | Hold |
325
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $11.2K | Buy |
+325
| New | +$11.2K | 0.01% | 244 |
|