Guardian Wealth Advisors (North Carolina)’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 | $215K | Sell |
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2025
Q1 | $207K | Sell |
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|
2024
Q4 | $229K | Sell |
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2024
Q3 | $231K | Sell |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $247K | Buy |
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