Founders Financial Alliance’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 | $161K | Sell |
3,950
-671
| -15% | -$27.3K | 0.04% | 332 |
|
|
2025
Q1 | $175K | Hold |
4,621
| – | – | 0.04% | 352 |
|
|
2024
Q4 | $192K | Buy |
4,621
+671
| +17% | +$27.9K | 0.05% | 283 |
|
|
2024
Q3 | $164K | Hold |
3,950
| – | – | 0.05% | 299 |
|
|
2024
Q2 | $151K | Hold |
3,950
| – | – | 0.04% | 290 |
|
|
2024
Q1 | $155K | Buy |
+3,950
| New | +$155K | 0.05% | 289 |
|