H&H Retirement Design & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
87,324
+6,230
| +8% | +$266K | 2.05% | 16 |
|
|
2025
Q1 | $3M | Buy |
81,094
+293
| +0.4% | +$10.8K | 2% | 16 |
|
|
2024
Q4 | $3.38M | Sell |
80,801
-1,385
| -2% | -$57.9K | 2.05% | 16 |
|
|
2024
Q3 | $3.37M | Buy |
82,186
+5,768
| +8% | +$237K | 1.99% | 16 |
|
|
2024
Q2 | $2.99M | Sell |
76,418
-194
| -0.3% | -$7.6K | 1.85% | 16 |
|
|
2024
Q1 | $2.83M | Sell |
76,612
-16,214
| -17% | -$600K | 1.87% | 16 |
|
|
2023
Q4 | $3.34M | Sell |
92,826
-3,183
| -3% | -$115K | 2.1% | 16 |
|
|
2023
Q3 | $3.04M | Sell |
96,009
-361
| -0.4% | -$11.4K | 2.11% | 15 |
|
|
2023
Q2 | $3.2M | Sell |
96,370
-3,785
| -4% | -$126K | 2.13% | 16 |
|
|
2023
Q1 | $3.17M | Buy |
+100,155
| New | +$3.17M | 2.02% | 16 |
|