Evoke Wealth’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
5,960
| – | – | 0.01% | 501 |
|
|
2025
Q1 | $226K | Hold |
5,960
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $248K | Hold |
5,960
| – | – | 0.01% | 376 |
|
|
2024
Q3 | $248K | Buy |
+5,960
| New | +$248K | 0.01% | 360 |
|
|
2022
Q4 | – | Sell |
-210
| Closed | -$6K | – | 940 |
|
|
2022
Q3 | $6K | Hold |
210
| – | – | ﹤0.01% | 855 |
|
|
2022
Q2 | $6K | Hold |
210
| – | – | ﹤0.01% | 860 |
|
|
2022
Q1 | $8K | Hold |
210
| – | – | ﹤0.01% | 813 |
|
|
2021
Q4 | $8K | Hold |
210
| – | – | ﹤0.01% | 827 |
|
|
2021
Q3 | $7K | Hold |
210
| – | – | ﹤0.01% | 802 |
|
|
2021
Q2 | $8K | Hold |
210
| – | – | ﹤0.01% | 785 |
|
|
2021
Q1 | $7K | Hold |
210
| – | – | ﹤0.01% | 772 |
|
|
2020
Q4 | $6K | Hold |
210
| – | – | ﹤0.01% | 686 |
|
|
2020
Q3 | $5K | Hold |
210
| – | – | ﹤0.01% | 679 |
|
|
2020
Q2 | $5K | Hold |
210
| – | – | ﹤0.01% | 678 |
|
|
2020
Q1 | $3.76K | Buy |
+210
| New | +$3.76K | ﹤0.01% | 672 |
|
|
2019
Q4 | – | Sell |
-210
| Closed | -$5.33K | – | 1419 |
|
|
2019
Q3 | $5.33K | Buy |
+210
| New | +$5.33K | ﹤0.01% | 992 |
|