Legacy Private Trust’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 | $3.49M | Sell |
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|
2025
Q2 | $3.42M | Sell |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $4.07M | Sell |
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|
2024
Q3 | $4.16M | Buy |
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|
2024
Q2 | $3.81M | Buy |
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|
2024
Q1 | $3.9M | Sell |
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|
2023
Q4 | $3.82M | Sell |
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|
2023
Q3 | $3.38M | Sell |
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|
2023
Q2 | $3.55M | Sell |
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|
2023
Q1 | $3.54M | Sell |
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|
2022
Q4 | $3.58M | Sell |
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|
2022
Q3 | $3.31M | Sell |
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|
2022
Q2 | $3.57M | Sell |
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|
2022
Q1 | $4.48M | Buy |
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|
2021
Q4 | $4.47M | Buy |
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|
2021
Q3 | $4.24M | Sell |
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|
2021
Q2 | $4.38M | Sell |
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|
2021
Q1 | $4.22M | Sell |
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|
2020
Q4 | $4.08M | Sell |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $3.22M | Sell |
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|
2020
Q1 | $4.66M | Sell |
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|
2019
Q4 | $12.3M | Sell |
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|
2019
Q3 | $13.2M | Sell |
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|
2019
Q2 | $15.7M | Sell |
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|
2019
Q1 | $20.7M | Sell |
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|
2018
Q4 | $21.3M | Sell |
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|
2018
Q3 | $27.7M | Sell |
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|
2018
Q2 | $27.5M | Sell |
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|
2018
Q1 | $32.1M | Sell |
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|
2017
Q4 | $36M | Buy |
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|
2017
Q3 | $32.6M | Sell |
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|
2017
Q2 | $32.8M | Sell |
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|
2017
Q1 | $36.4M | Sell |
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|
2016
Q4 | $39.3M | Buy |
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|
2016
Q3 | $31.3M | Sell |
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|
2016
Q2 | $33.1M | Buy |
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|
2016
Q1 | $28.7M | Buy |
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|
2015
Q4 | $27.4M | Sell |
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|
2015
Q3 | $27.6M | Buy |
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|
2015
Q2 | $10.5M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $410K | Hold |
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|
2013
Q4 | $404K | Hold |
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|
2013
Q3 | $370K | Hold |
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|
2013
Q2 | $335K | Buy |
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