EnRich Financial 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 | $443K | Sell |
10,903
-461
| -4% | -$18.7K | 0.14% | 39 |
|
|
2025
Q1 | $430K | Sell |
11,364
-1,704
| -13% | -$64.5K | 0.14% | 34 |
|
|
2024
Q4 | $544K | Buy |
13,068
+7
| +0.1% | +$291 | 0.18% | 33 |
|
|
2024
Q3 | $543K | Sell |
13,061
-68
| -0.5% | -$2.83K | 0.18% | 31 |
|
|
2024
Q2 | $501K | Sell |
13,129
-245
| -2% | -$9.34K | 0.18% | 31 |
|
|
2024
Q1 | $525K | Sell |
13,374
-420
| -3% | -$16.5K | 0.2% | 28 |
|
|
2023
Q4 | $517K | Buy |
+13,794
| New | +$517K | 0.22% | 30 |
|