Howe & Rusling’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 | $17.1K | Hold |
420
| – | – | ﹤0.01% | 396 |
|
|
2025
Q1 | $15.9K | Sell |
420
-1
| -0.2% | -$38 | ﹤0.01% | 363 |
|
|
2024
Q4 | $17.5K | Buy |
421
+1
| +0.2% | +$42 | ﹤0.01% | 349 |
|
|
2024
Q3 | $17.5K | Sell |
420
-483
| -53% | -$20.1K | ﹤0.01% | 344 |
|
|
2024
Q2 | $34.4K | Sell |
903
-227
| -20% | -$8.66K | ﹤0.01% | 301 |
|
|
2024
Q1 | $44.4K | Buy |
1,130
+905
| +402% | +$35.5K | ﹤0.01% | 299 |
|
|
2023
Q4 | $8.44K | Buy |
+225
| New | +$8.44K | ﹤0.01% | 330 |
|
|
2023
Q1 | – | Sell |
-145
| Closed | -$4.59K | – | 326 |
|
|
2022
Q4 | $4.59K | Hold |
145
| – | – | ﹤0.01% | 299 |
|
|
2022
Q3 | $4K | Hold |
145
| – | – | ﹤0.01% | 734 |
|
|
2022
Q2 | $4K | Buy |
+145
| New | +$4K | ﹤0.01% | 718 |
|
|
2020
Q1 | – | Sell |
-615
| Closed | -$17K | – | 855 |
|
|
2019
Q4 | $17K | Buy |
+615
| New | +$17K | ﹤0.01% | 396 |
|