Heritage Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51K | Hold |
160
| – | – | ﹤0.01% | 446 |
|
|
2025
Q1 | $6.06K | Hold |
160
| – | – | ﹤0.01% | 445 |
|
|
2024
Q4 | $6.66K | Hold |
160
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $6.65K | Hold |
160
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $6.1K | Hold |
160
| – | – | ﹤0.01% | 442 |
|
|
2024
Q1 | $6.29K | Hold |
160
| – | – | ﹤0.01% | 461 |
|
|
2023
Q4 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 477 |
|