Litman Gregory Wealth Management’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
Q4 | $124K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $95K | Hold |
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|
2020
Q4 | $81K | Hold |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $60K | Hold |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $108K | Buy |
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|
2019
Q3 | $68K | Hold |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $61K | Hold |
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|
2018
Q3 | $77K | Hold |
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|
2018
Q2 | $75K | Hold |
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|
2018
Q1 | $69K | Hold |
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|
2017
Q4 | $70 | Hold |
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|
2017
Q3 | $68K | Hold |
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|
2017
Q2 | $64K | Hold |
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|
2017
Q1 | $63K | Hold |
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|
2016
Q4 | $62K | Hold |
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|
2016
Q3 | $57K | Hold |
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|
2016
Q2 | $52K | Hold |
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|
2016
Q1 | $51K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $70K | Sell |
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|
2014
Q1 | $90K | Hold |
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|
2013
Q4 | $89K | Buy |
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