Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.95M | Buy |
101,185
+2,950
| +3% | +$86K | 0.53% | 44 |
|
|
2022
Q2 | $3.01M | Sell |
98,235
-5,305
| -5% | -$163K | 0.46% | 50 |
|
|
2022
Q1 | $3.78M | Buy |
103,540
+5,140
| +5% | +$188K | 0.48% | 49 |
|
|
2021
Q4 | $3.77M | Buy |
98,400
+3,830
| +4% | +$147K | 0.46% | 48 |
|
|
2021
Q3 | $3.45M | Buy |
94,570
+8,010
| +9% | +$292K | 0.36% | 57 |
|
|
2021
Q2 | $3.24M | Buy |
86,560
+7,055
| +9% | +$264K | 0.36% | 53 |
|
|
2021
Q1 | $2.8M | Buy |
+79,505
| New | +$2.8M | 0.38% | 53 |
|