Harvest Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,250
| Closed | -$33K | – | 532 |
|
|
2020
Q4 | $33K | Hold |
1,250
| – | – | 0.02% | 133 |
|
|
2020
Q3 | $28K | Hold |
1,250
| – | – | 0.02% | 132 |
|
|
2020
Q2 | $27K | Hold |
1,250
| – | – | 0.02% | 132 |
|
|
2020
Q1 | $23K | Hold |
1,250
| – | – | 0.02% | 128 |
|
|
2019
Q4 | $31K | Hold |
1,250
| – | – | 0.03% | 114 |
|
|
2019
Q3 | $29K | Hold |
1,250
| – | – | 0.04% | 117 |
|
|
2019
Q2 | $29K | Hold |
1,250
| – | – | 0.04% | 111 |
|
|
2019
Q1 | $28K | Buy |
+1,250
| New | +$28K | 0.03% | 131 |
|