Focus Partners 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 | $4.02M | Sell |
98,954
-59,551
| -38% | -$2.42M | 0.01% | 737 |
|
|
2025
Q1 | $6M | Buy |
158,505
+31,111
| +24% | +$1.18M | 0.02% | 581 |
|
|
2024
Q4 | $5.3M | Buy |
127,394
+119,459
| +1,505% | +$4.97M | 0.01% | 598 |
|
|
2024
Q3 | $391K | Sell |
7,935
-111,276
| -93% | -$5.48M | ﹤0.01% | 1216 |
|
|
2024
Q2 | $4.55M | Buy |
119,211
+9,091
| +8% | +$347K | 0.02% | 512 |
|
|
2024
Q1 | $4.33M | Buy |
+110,120
| New | +$4.33M | 0.04% | 350 |
|