Global Retirement Partners’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 | $63.6K | Buy |
+1,564
| New | +$63.6K | ﹤0.01% | 1644 |
|
|
2024
Q4 | $65K | Hold |
1,563
| – | – | ﹤0.01% | 1496 |
|
|
2024
Q3 | $65K | Buy |
+1,563
| New | +$65K | ﹤0.01% | 1435 |
|
|
2022
Q2 | – | Sell |
-160
| Closed | -$5K | – | 2842 |
|
|
2022
Q1 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 1903 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$1K | – | 1240 |
|
|
2017
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1069 |
|