LWM
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $98K | Hold |
956
| – | – | 0.05% | 147 |
|
|
2016
Q4 | $95K | Hold |
956
| – | – | 0.05% | 146 |
|
|
2016
Q3 | $89K | Hold |
956
| – | – | 0.05% | 158 |
|
|
2016
Q2 | $87K | Hold |
956
| – | – | 0.05% | 161 |
|
|
2016
Q1 | $84K | Hold |
956
| – | – | 0.05% | 162 |
|
|
2015
Q4 | $83K | Hold |
956
| – | – | 0.05% | 178 |
|
|
2015
Q3 | $79K | Hold |
956
| – | – | 0.05% | 160 |
|
|
2015
Q2 | $87K | Hold |
956
| – | – | 0.05% | 141 |
|
|
2015
Q1 | $87K | Hold |
956
| – | – | 0.05% | 141 |
|
|
2014
Q4 | $87K | Hold |
956
| – | – | 0.06% | 146 |
|
|
2014
Q3 | $84K | Buy |
956
+681
| +248% | +$59.8K | 0.06% | 147 |
|
|
2014
Q2 | $24K | Hold |
275
| – | – | 0.02% | 185 |
|
|
2014
Q1 | $23K | Hold |
275
| – | – | 0.02% | 182 |
|
|
2013
Q4 | $23K | Buy |
+275
| New | +$23K | 0.02% | 179 |
|