Gerald L. Ray & Associates’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $440K | Buy |
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|
2017
Q2 | $411K | Buy |
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|
2017
Q1 | $404K | Sell |
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|
2016
Q4 | $401K | Buy |
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|
2016
Q3 | $363K | Buy |
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|
2016
Q2 | $292K | Buy |
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|
2016
Q1 | $282K | Sell |
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|
2015
Q4 | $283K | Sell |
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|
2015
Q3 | $285K | Hold |
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|
2015
Q2 | $323K | Sell |
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|
2015
Q1 | $326K | Buy |
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|
2014
Q4 | $309K | Buy |
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