Market Street Wealth Management Advisors’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
Q3 | $616K | Hold |
|
|||||
|
2025
Q2 | $551K | Hold |
|
|||||
|
2025
Q1 | $513K | Sell |
|
|||||
|
2024
Q4 | $571K | Hold |
|
|||||
|
2024
Q3 | $570K | Sell |
|
|||||
|
2024
Q2 | $574K | Hold |
|
|||||
|
2024
Q1 | $591K | Sell |
|
|||||
|
2023
Q4 | $569K | Sell |
|
|||||
|
2023
Q3 | $565K | Sell |
|
|||||
|
2023
Q2 | $598K | Sell |
|
|||||
|
2023
Q1 | $591K | Sell |
|
|||||
|
2022
Q4 | $592K | Sell |
|
|||||
|
2022
Q3 | $576K | Hold |
|
|||||
|
2022
Q2 | $606K | Sell |
|
|||||
|
2022
Q1 | $728K | Sell |
|
|||||
|
2021
Q4 | $773K | Sell |
|
|||||
|
2021
Q3 | $743K | Hold |
|
|||||
|
2021
Q2 | $761K | Hold |
|
|||||
|
2021
Q1 | $718K | Sell |
|
|||||
|
2020
Q4 | $644K | Sell |
|
|||||
|
2020
Q3 | $516K | Sell |
|
|||||
|
2020
Q2 | $494K | Sell |
|
|||||
|
2020
Q1 | $436K | Sell |
|
|||||
|
2019
Q4 | $839K | Sell |
|
|||||
|
2019
Q3 | $822K | Sell |
|
|||||
|
2019
Q2 | $870K | Sell |
|
|||||
|
2019
Q1 | $859K | Sell |
|
|||||
|
2018
Q4 | $794K | Buy |
|