EP Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $898K | Buy |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $495K | Sell |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $17 | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $480K | Buy |
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|
2020
Q4 | $202K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $255K | Hold |
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|
2015
Q4 | $251K | Hold |
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|
2015
Q3 | $240K | Hold |
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|
2015
Q2 | $263K | Sell |
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|
2015
Q1 | $276K | Hold |
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|
2014
Q4 | $276K | Hold |
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|
2014
Q3 | $266K | Hold |
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|
2014
Q2 | $267K | Hold |
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|
2014
Q1 | $256K | Buy |
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