LPAM
Lodestar Private Asset Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $796K | Sell |
18,834
-777
| -4% | -$32.8K | 0.09% | 112 |
|
2025
Q1 | $792K | Buy |
19,611
+35
| +0.2% | +$1.41K | 0.1% | 110 |
|
2024
Q4 | $790K | Sell |
19,576
-70
| -0.4% | -$2.82K | 0.1% | 111 |
|
2024
Q3 | $798K | Buy |
19,646
+78
| +0.4% | +$3.17K | 0.1% | 110 |
|
2024
Q2 | $743K | Sell |
19,568
-2,902
| -13% | -$110K | 0.1% | 110 |
|
2024
Q1 | $864K | Sell |
22,470
-298
| -1% | -$11.5K | 0.12% | 102 |
|
2023
Q4 | $801K | Sell |
22,768
-91
| -0.4% | -$3.2K | 0.12% | 103 |
|
2023
Q3 | $727K | Buy |
22,859
+16,464
| +257% | +$524K | 0.12% | 105 |
|
2023
Q2 | $1.05M | Buy |
6,395
+32
| +0.5% | +$5.24K | 0.18% | 85 |
|
2023
Q1 | $998K | Sell |
6,363
-217
| -3% | -$34K | 0.18% | 88 |
|
2022
Q4 | $1.02M | Buy |
+6,580
| New | +$1.02M | 0.2% | 84 |
|