JPWM
PRFZ icon

Jamison Private Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Jamison Private Wealth Management’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$8.31K – 394
2024
Q3 		$8.31K Hold
200
– – ﹤0.01% 354
2024
Q2 		$7.63K Hold
200
– – ﹤0.01% 336
2024
Q1 		$7.86K Buy
+200
New +$7.86K ﹤0.01% 339