Laird Norton Wetherby Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
+7,698
| New | +$313K | 0.01% | 706 |
|
|
2024
Q4 | $320K | Hold |
7,698
| – | – | 0.02% | 682 |
|
|
2024
Q3 | $320K | Hold |
7,698
| – | – | 0.01% | 707 |
|
|
2024
Q2 | $294K | Hold |
7,698
| – | – | 0.01% | 715 |
|
|
2024
Q1 | $302K | Sell |
7,698
-130
| -2% | -$5.11K | 0.01% | 738 |
|
|
2023
Q4 | $293K | Buy |
+7,828
| New | +$293K | 0.02% | 728 |
|