Milestone Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Hold |
4,000
| – | – | 0.04% | 85 |
|
|
2025
Q1 | $162K | Hold |
4,000
| – | – | 0.04% | 84 |
|
|
2024
Q4 | $161K | Hold |
4,000
| – | – | 0.04% | 84 |
|
|
2024
Q3 | $163K | Hold |
4,000
| – | – | 0.05% | 85 |
|
|
2024
Q2 | $152K | Hold |
4,000
| – | – | 0.04% | 84 |
|
|
2024
Q1 | $154K | Sell |
4,000
-1,914
| -32% | -$73.6K | 0.04% | 81 |
|
|
2023
Q4 | $208K | Buy |
5,914
+9
| +0.2% | +$317 | 0.06% | 70 |
|
|
2023
Q3 | $188K | Buy |
5,905
+10
| +0.2% | +$318 | 0.05% | 108 |
|
|
2023
Q2 | $193K | Sell |
5,895
-2,790
| -32% | -$91.3K | 0.06% | 70 |
|
|
2023
Q1 | $272K | Buy |
8,685
+15
| +0.2% | +$470 | 0.08% | 87 |
|
|
2022
Q4 | $269K | Buy |
+8,670
| New | +$269K | 0.09% | 55 |
|