Genesis Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
$141K Sell
6,795
-80
-1% -$1.66K 0.11% 88
2015
Q1
$143K Hold
6,875
0.12% 81
2014
Q4
$142K Buy
+6,875
New +$142K 0.11% 91