Essex Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $524K | Buy |
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|
2025
Q4 | $524K | Buy |
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|
2025
Q3 | $518K | Buy |
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|
2025
Q2 | $464K | Buy |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $472K | Sell |
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|
2024
Q2 | $467K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $425K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $1.36M | Sell |
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|
2018
Q2 | $1.35M | Sell |
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|
2018
Q1 | $1.54M | Buy |
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|
2017
Q4 | $848K | Buy |
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|
2017
Q3 | $701K | Sell |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $705K | Buy |
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|
2016
Q4 | $496K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $217K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $209K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $206K | Buy |
|