LexAurum Advisors’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
Q1 | – | Sell |
-13,915
| Closed | -$534K | – | 276 |
|
|
2021
Q4 | $534K | Buy |
13,915
+1,425
| +11% | +$54.7K | 0.17% | 128 |
|
|
2021
Q3 | $456K | Buy |
12,490
+1,155
| +10% | +$42.2K | 0.13% | 176 |
|
|
2021
Q2 | $424K | Sell |
11,335
-845
| -7% | -$31.6K | 0.13% | 178 |
|
|
2021
Q1 | $430K | Sell |
12,180
-1,135
| -9% | -$40.1K | 0.15% | 157 |
|
|
2020
Q4 | $402K | Buy |
13,315
+570
| +4% | +$17.2K | 0.14% | 155 |
|
|
2020
Q3 | $298K | Buy |
12,745
+1,785
| +16% | +$41.7K | 0.12% | 166 |
|
|
2020
Q2 | $245K | Buy |
+10,960
| New | +$245K | 0.13% | 165 |
|