Financial Synergies Wealth Advisors’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
2024
Q2
Sell
-55
Closed -$2.16K 362
2024
Q1
$2.16K Buy
+55
New +$2.16K ﹤0.01% 317
2023
Q4
Sell
-55
Closed -$1.82K 529
2023
Q3
$1.82K Hold
55
﹤0.01% 309
2023
Q2
$1.89K Buy
+55
New +$1.89K ﹤0.01% 299