Milestone Investment Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4K | Hold |
1,313
| – | – | 0.01% | 101 |
|
|
2025
Q1 | $49.7K | Hold |
1,313
| – | – | 0.01% | 101 |
|
|
2024
Q4 | $54.6K | Hold |
1,313
| – | – | 0.01% | 103 |
|
|
2024
Q3 | $54.5K | Hold |
1,313
| – | – | 0.02% | 101 |
|
|
2024
Q2 | $50.1K | Hold |
1,313
| – | – | 0.01% | 102 |
|
|
2024
Q1 | $51.6K | Hold |
1,313
| – | – | 0.01% | 99 |
|
|
2023
Q4 | $49.2K | Hold |
1,313
| – | – | 0.01% | 93 |
|
|
2023
Q3 | $43.3K | Sell |
1,313
-2
| -0.2% | -$66 | 0.01% | 212 |
|
|
2023
Q2 | $45.1K | Hold |
1,315
| – | – | 0.01% | 87 |
|
|
2023
Q1 | $43.2K | Hold |
1,315
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $41.6K | Buy |
+1,315
| New | +$41.6K | 0.01% | 83 |
|