Lehman & Derafelo Financial Resources’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
Q4 | – | Sell |
-175
| Closed | -$5K | – | 165 |
|
|
2022
Q3 | $5K | Hold |
175
| – | – | ﹤0.01% | 184 |
|
|
2022
Q2 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 189 |
|
|
2021
Q4 | – | Sell |
-175
| Closed | -$6K | – | 163 |
|
|
2021
Q3 | $6K | Hold |
175
| – | – | ﹤0.01% | 183 |
|
|
2021
Q2 | $7K | Hold |
175
| – | – | ﹤0.01% | 205 |
|
|
2021
Q1 | $6K | Hold |
175
| – | – | ﹤0.01% | 208 |
|
|
2020
Q4 | $5K | Hold |
175
| – | – | ﹤0.01% | 210 |
|
|
2020
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 216 |
|
|
2020
Q2 | $4K | Hold |
175
| – | – | ﹤0.01% | 205 |
|
|
2020
Q1 | $3K | Hold |
175
| – | – | ﹤0.01% | 187 |
|
|
2019
Q4 | $5K | Hold |
175
| – | – | ﹤0.01% | 188 |
|
|
2019
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 180 |
|
|
2019
Q2 | $5K | Hold |
175
| – | – | ﹤0.01% | 167 |
|
|
2019
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 172 |
|
|
2018
Q4 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 161 |
|