Fortitude Family Office’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 | $158K | Hold |
3,885
| – | – | 0.05% | 138 |
|
|
2025
Q1 | $147K | Hold |
3,885
| – | – | 0.05% | 127 |
|
|
2024
Q4 | $162K | Hold |
3,885
| – | – | 0.06% | 135 |
|
|
2024
Q3 | $161K | Hold |
3,885
| – | – | 0.06% | 120 |
|
|
2024
Q2 | $148K | Sell |
3,885
-1,290
| -25% | -$49.2K | 0.08% | 97 |
|
|
2024
Q1 | $203K | Hold |
5,175
| – | – | 0.14% | 80 |
|
|
2023
Q4 | $194K | Buy |
+5,175
| New | +$194K | 0.14% | 84 |
|