KWB Wealth’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $985K | Buy |
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|
2025
Q2 | $917K | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.37M | Buy |
|