EverSource Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.8K | Sell |
2,053
-171
| -8% | -$7.23K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $89.9K | Sell |
2,224
-144
| -6% | -$5.82K | ﹤0.01% | 951 |
|
|
2024
Q4 | $95.5K | Hold |
2,368
| – | – | 0.01% | 919 |
|
|
2024
Q3 | $96.2K | Hold |
2,368
| – | – | 0.01% | 800 |
|
|
2024
Q2 | $93.7K | Hold |
2,368
| – | – | 0.01% | 825 |
|
|
2024
Q1 | $87.2K | Sell |
2,368
-300
| -11% | -$11K | 0.01% | 760 |
|
|
2023
Q4 | $93.9K | Buy |
2,668
+300
| +13% | +$10.6K | 0.01% | 664 |
|
|
2023
Q3 | $75.4K | Sell |
2,368
-892
| -27% | -$28.4K | 0.01% | 668 |
|
|
2023
Q2 | $107K | Hold |
3,260
| – | – | 0.01% | 560 |
|
|
2023
Q1 | $102K | Hold |
3,260
| – | – | 0.01% | 542 |
|
|
2022
Q4 | $101K | Hold |
3,260
| – | – | 0.02% | 503 |
|
|
2022
Q3 | $90K | Buy |
+3,260
| New | +$90K | 0.02% | 455 |
|