GWANC
Guardian Wealth Advisors (North Carolina)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
5,281
-174
| -3% | -$7.08K | 0.02% | 319 |
|
|
2025
Q1 | $207K | Sell |
5,455
-58
| -1% | -$2.2K | 0.02% | 310 |
|
|
2024
Q4 | $229K | Sell |
5,513
-57
| -1% | -$2.37K | 0.02% | 294 |
|
|
2024
Q3 | $231K | Sell |
5,570
-636
| -10% | -$26.4K | 0.02% | 246 |
|
|
2024
Q2 | $237K | Hold |
6,206
| – | – | 0.03% | 238 |
|
|
2024
Q1 | $244K | Sell |
6,206
-142
| -2% | -$5.58K | 0.03% | 236 |
|
|
2023
Q4 | $238K | Sell |
6,348
-637
| -9% | -$23.9K | 0.04% | 217 |
|
|
2023
Q3 | $230K | Buy |
6,985
+5,525
| +378% | +$182K | 0.04% | 213 |
|
|
2023
Q2 | $251K | Buy |
1,460
+21
| +1% | +$3.61K | 0.04% | 193 |
|
|
2023
Q1 | $237K | Sell |
1,439
-119
| -8% | -$19.6K | 0.04% | 192 |
|
|
2022
Q4 | $247K | Buy |
+1,558
| New | +$247K | 0.05% | 170 |
|