Evercore Wealth Management’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 | $831K | Hold |
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|
2025
Q1 | $794K | Sell |
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|
2024
Q4 | $803K | Hold |
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|
2024
Q3 | $809K | Hold |
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|
2024
Q2 | $755K | Hold |
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|
2024
Q1 | $766K | Hold |
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|
2023
Q4 | $701K | Sell |
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $918K | Hold |
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|
2023
Q1 | $879K | Buy |
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|
2022
Q4 | $846K | Hold |
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|
2022
Q3 | $756K | Hold |
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|
2022
Q2 | $808K | Hold |
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|
2022
Q1 | $931K | Sell |
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|
2021
Q4 | $968K | Sell |
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|
2021
Q3 | $936K | Hold |
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|
2021
Q2 | $948K | Hold |
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|
2021
Q1 | $897K | Sell |
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|
2020
Q4 | $900K | Hold |
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|
2020
Q3 | $769K | Hold |
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|
2020
Q2 | $732K | Hold |
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|
2020
Q1 | $624K | Hold |
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|
2019
Q4 | $856K | Hold |
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|
2019
Q3 | $796K | Hold |
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|
2019
Q2 | $788K | Sell |
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|
2019
Q1 | $919K | Hold |
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|
2018
Q4 | $823K | Hold |
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|
2018
Q3 | $963K | Sell |
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|
2018
Q2 | $973K | Buy |
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|
2018
Q1 | $651K | Sell |
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|
2017
Q4 | $673K | Hold |
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|
2017
Q3 | $635K | Hold |
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|
2017
Q2 | $613K | Sell |
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|
2017
Q1 | $608K | Sell |
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|
2016
Q4 | $665K | Sell |
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|
2016
Q3 | $674K | Buy |
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|
2016
Q2 | $550K | Hold |
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|
2016
Q1 | $536K | Hold |
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|
2015
Q4 | $528K | Hold |
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|
2015
Q3 | $503K | Sell |
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|
2015
Q2 | $565K | Buy |
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|
2015
Q1 | $472K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $457K | Hold |
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|
2014
Q2 | $457K | Hold |
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|
2014
Q1 | $439K | Hold |
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|
2013
Q4 | $429K | Hold |
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|
2013
Q3 | $392K | Hold |
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|
2013
Q2 | $372K | Buy |
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