Hibernia Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,877
| Closed | -$743K | – | 99 |
|
|
2024
Q3 | $743K | Buy |
+17,877
| New | +$743K | 0.22% | 40 |
|
|
2024
Q2 | – | Sell |
-16,754
| Closed | -$658K | – | 105 |
|
|
2024
Q1 | $658K | Sell |
16,754
-927
| -5% | -$36.4K | 0.45% | 30 |
|
|
2023
Q4 | $663K | Sell |
17,681
-7,756
| -30% | -$291K | 0.5% | 25 |
|
|
2023
Q3 | $839K | Buy |
+25,437
| New | +$839K | 0.65% | 21 |
|