Milestone Investment 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 | $59.6K | Hold |
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|
2025
Q2 | $53.4K | Hold |
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|
2025
Q1 | $49.7K | Hold |
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|
2024
Q4 | $54.6K | Hold |
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|
2024
Q3 | $54.5K | Hold |
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|
2024
Q2 | $50.1K | Hold |
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|
2024
Q1 | $51.6K | Hold |
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|
2023
Q4 | $49.2K | Hold |
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|
2023
Q3 | $43.3K | Sell |
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|
2023
Q2 | $45.1K | Hold |
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|
2023
Q1 | $43.2K | Hold |
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|
2022
Q4 | $41.6K | Buy |
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