Geller Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.6M | Buy |
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|
2024
Q3 | $20.7M | Buy |
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|
2024
Q2 | $19.2M | Buy |
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|
2024
Q1 | $19.4M | Buy |
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $535K | Sell |
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|
2022
Q4 | $577K | Hold |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $821K | Buy |
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|
2022
Q1 | $942K | Buy |
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|
2021
Q4 | $942K | Buy |
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|
2021
Q3 | $865K | Buy |
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|
2021
Q2 | $873K | Buy |
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|
2021
Q1 | $822K | Buy |
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|
2020
Q4 | $719K | Hold |
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|
2020
Q3 | $611K | Sell |
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|
2020
Q2 | $24M | Buy |
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|
2020
Q1 | $20.3M | Buy |
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|
2019
Q4 | $27.6M | Buy |
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|
2019
Q3 | $25.5M | Buy |
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|
2019
Q2 | $25.1M | Buy |
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|
2019
Q1 | $24.3M | Buy |
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|
2018
Q4 | $21.7M | Buy |
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|
2018
Q3 | $25.2M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $23.2M | Buy |
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|
2017
Q4 | $23.8M | Buy |
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|
2017
Q3 | $22.3M | Buy |
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|
2017
Q2 | $21.4M | Buy |
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|
2017
Q1 | $21.2M | Buy |
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|
2016
Q4 | $20.4M | Buy |
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|
2016
Q3 | $19.1M | Sell |
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|
2016
Q2 | $21.1M | Buy |
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|
2016
Q1 | $20.5M | Sell |
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|
2015
Q4 | $21.2M | Sell |
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|
2015
Q3 | $42.5M | Buy |
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|
2015
Q2 | $46.1M | Buy |
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|
2015
Q1 | $45.4M | Buy |
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|
2014
Q4 | $45.3M | Buy |
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|
2014
Q3 | $39.5M | Buy |
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|
2014
Q2 | $33.1M | Buy |
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|
2014
Q1 | $27.9M | Buy |
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|
2013
Q4 | $21.9M | Buy |
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|
2013
Q3 | $11.5M | Buy |
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|
2013
Q2 | $1.66M | Buy |
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