Empirical Wealth Management’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
Q2 | $299K | Sell |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $437K | Buy |
|
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|
2024
Q2 | $300K | Sell |
|
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|
2024
Q1 | $337K | Sell |
|
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $462K | Buy |
|
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $448K | Buy |
|
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|
2022
Q4 | $365K | Sell |
|
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $602K | Buy |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q3 | $448K | Buy |
|