EverSource Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-309
| Closed | -$12.9K | – | 3100 |
|
|
2024
Q2 | $12.9K | Buy |
309
+1
| +0.3% | +$42 | ﹤0.01% | 1723 |
|
|
2024
Q1 | $11.4K | Buy |
308
+253
| +460% | +$9.34K | ﹤0.01% | 1620 |
|
|
2023
Q4 | $2.06K | Hold |
55
| – | – | ﹤0.01% | 2154 |
|
|
2023
Q3 | $1.81K | Buy |
+55
| New | +$1.81K | ﹤0.01% | 2035 |
|
|
2022
Q4 | – | Sell |
-595
| Closed | -$17K | – | 2405 |
|
|
2022
Q3 | $17K | Buy |
+595
| New | +$17K | ﹤0.01% | 966 |
|