Mascoma 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
Q2 | $277K | Hold |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $283K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $376K | Hold |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $448K | Hold |
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|
2021
Q2 | $459K | Hold |
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|
2021
Q1 | $433K | Hold |
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|
2020
Q4 | $371K | Buy |
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|
2019
Q3 | $312K | Hold |
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|
2019
Q2 | $313K | Buy |
|