Freestone Capital Holdings’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 | $209K | Sell |
5,147
-781
| -13% | -$31.8K | 0.01% | 417 |
|
|
2025
Q1 | $224K | Hold |
5,928
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $247K | Buy |
+5,928
| New | +$247K | 0.01% | 378 |
|
|
2021
Q1 | – | Sell |
-240
| Closed | -$7.25K | – | 927 |
|
|
2020
Q4 | $7.25K | Sell |
240
-370
| -61% | -$11.2K | ﹤0.01% | 915 |
|
|
2020
Q3 | $14.3K | Buy |
+610
| New | +$14.3K | ﹤0.01% | 696 |
|