Jones Financial Companies’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 | $1.28M | Buy |
31,461
+9,901
| +46% | +$403K | ﹤0.01% | 916 |
|
|
2025
Q1 | $818K | Buy |
21,560
+9,458
| +78% | +$359K | ﹤0.01% | 939 |
|
|
2024
Q4 | $504K | Buy |
12,102
+1,914
| +19% | +$79.6K | ﹤0.01% | 998 |
|
|
2024
Q3 | $422K | Buy |
10,188
+4,141
| +68% | +$172K | ﹤0.01% | 879 |
|
|
2024
Q2 | $231K | Buy |
6,047
+5,447
| +908% | +$208K | ﹤0.01% | 784 |
|
|
2024
Q1 | $23.6K | Buy |
+600
| New | +$23.6K | ﹤0.01% | 875 |
|