Leonard Rickey Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Sell |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $216K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $212K | Sell |
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|
2020
Q1 | $402K | Sell |
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|
2019
Q4 | $641K | Sell |
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|
2019
Q3 | $623K | Sell |
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|
2019
Q2 | $624K | Buy |
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|
2019
Q1 | $587K | Sell |
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|
2018
Q4 | $597K | Sell |
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|
2018
Q3 | $1.25M | Sell |
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|
2018
Q2 | $1.2M | Sell |
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|
2018
Q1 | $1.41M | Sell |
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|
2017
Q4 | $2.02M | Buy |
|