Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $949K | Hold |
23,537
| – | – | 0.71% | 27 |
|
|
2024
Q3 | $956K | Sell |
23,537
-326
| -1% | -$13.2K | 0.28% | 79 |
|
|
2024
Q2 | $905K | Sell |
23,863
-174
| -0.7% | -$6.6K | 0.25% | 87 |
|
|
2024
Q1 | $925K | Buy |
24,037
+96
| +0.4% | +$3.69K | 0.28% | 81 |
|
|
2023
Q4 | $842K | Sell |
23,941
-36,613
| -60% | -$1.29M | 0.28% | 75 |
|
|
2023
Q3 | $1.93M | Buy |
+60,554
| New | +$1.93M | 0.69% | 28 |
|
|
2023
Q1 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 1001 |
|
|
2022
Q4 | – | Sell |
-120
| Closed | -$3K | – | 893 |
|
|
2022
Q3 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 932 |
|