MWA
MFA Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10
| Closed | -$416 | – | 312 |
|
|
2024
Q3 | $416 | Hold |
10
| – | – | ﹤0.01% | 480 |
|
|
2024
Q2 | $381 | Buy |
+10
| New | +$381 | ﹤0.01% | 500 |
|
|
2020
Q3 | – | Sell |
-34
| Closed | -$3.8K | – | 170 |
|
|
2020
Q2 | $3.8K | Buy |
+34
| New | +$3.8K | ﹤0.01% | 208 |
|
|
2019
Q2 | – | Sell |
-6,573
| Closed | -$833K | – | 49 |
|
|
2019
Q1 | $833K | Buy |
+6,573
| New | +$833K | 0.55% | 33 |
|
|
2018
Q4 | – | Sell |
-6,942
| Closed | -$891K | – | 48 |
|
|
2018
Q3 | $891K | Sell |
6,942
-496
| -7% | -$63.7K | 0.66% | 31 |
|
|
2018
Q2 | $1.05M | Buy |
7,438
+94
| +1% | +$13.3K | 0.69% | 28 |
|
|
2018
Q1 | $960K | Buy |
7,344
+24
| +0.3% | +$3.14K | 0.72% | 27 |
|
|
2017
Q4 | $978K | Buy |
+7,320
| New | +$978K | 0.66% | 31 |
|