Global Financial Private Client’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $21.6K | Hold |
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|
2024
Q4 | $23.7K | Hold |
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2024
Q3 | $23.7K | Hold |
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|
2024
Q2 | $21.7K | Hold |
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|
2024
Q1 | $22.2K | Hold |
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|
2023
Q4 | $21.4K | Hold |
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|
2023
Q3 | $18.6K | Hold |
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|
2023
Q2 | $19.7K | Hold |
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|
2023
Q1 | $18.7K | Hold |
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|
2022
Q4 | $18.1K | Hold |
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|
2022
Q3 | $17.1K | Hold |
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|
2022
Q2 | $17.7K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $21.9K | Hold |
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|
2021
Q3 | $21.2K | Hold |
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|
2021
Q2 | $21.5K | Hold |
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|
2021
Q1 | $20.4K | Hold |
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|
2020
Q4 | $17.2K | Buy |
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