Gradient Investments’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-275
| Closed | -$9K | – | 1890 |
|
2023
Q2 | $9K | Buy |
+275
| New | +$9K | ﹤0.01% | 822 |
|
2023
Q1 | – | Sell |
-65
| Closed | -$2.02K | – | 1612 |
|
2022
Q4 | $2.02K | Buy |
+65
| New | +$2.02K | ﹤0.01% | 1087 |
|
2019
Q3 | – | Sell |
-1,095
| Closed | -$26K | – | 1200 |
|
2019
Q2 | $26K | Hold |
1,095
| – | – | ﹤0.01% | 473 |
|
2019
Q1 | $25K | Sell |
1,095
-1,365
| -55% | -$31.2K | ﹤0.01% | 421 |
|
2018
Q4 | $50K | Buy |
+2,460
| New | +$50K | ﹤0.01% | 341 |
|