Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $599K | Sell |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $593K | Sell |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | $583K | Sell |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $586K | Buy |
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|
2022
Q1 | $659K | Buy |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q3 | $657K | Buy |
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|
2021
Q2 | $593K | Sell |
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|
2021
Q1 | $567K | Hold |
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $442K | Hold |
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|
2020
Q2 | $421K | Hold |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | $510K | Hold |
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|
2019
Q3 | $473K | Sell |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $545K | Sell |
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|
2018
Q4 | $497K | Sell |
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|
2018
Q3 | $793K | Buy |
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|
2018
Q2 | $648K | Hold |
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|
2018
Q1 | $597K | Hold |
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|
2017
Q4 | $602K | Buy |
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