KWM
Keebeck Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-111,919
| Closed | -$17.9M | – | 237 |
|
|
2021
Q2 | $17.9M | Sell |
111,919
-14,286
| -11% | -$2.29M | 2.59% | 6 |
|
|
2021
Q1 | $19.1M | Sell |
126,205
-283
| -0.2% | -$42.9K | 2.97% | 5 |
|
|
2020
Q4 | $16.8M | Buy |
126,488
+6,083
| +5% | +$810K | 2.93% | 6 |
|
|
2020
Q3 | $13.7M | Buy |
+120,405
| New | +$13.7M | 2.83% | 8 |
|