Moisand Fitzgerald Tamayo’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 | $10.2K | Hold |
250
| – | – | ﹤0.01% | 344 |
|
|
2025
Q1 | $9.47K | Hold |
250
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $10.4K | Hold |
250
| – | – | ﹤0.01% | 338 |
|
|
2024
Q3 | $10.4K | Hold |
250
| – | – | ﹤0.01% | 349 |
|
|
2024
Q2 | $9.54K | Hold |
250
| – | – | ﹤0.01% | 315 |
|
|
2024
Q1 | $9.82K | Hold |
250
| – | – | ﹤0.01% | 313 |
|
|
2023
Q4 | $9.37K | Hold |
250
| – | – | ﹤0.01% | 340 |
|
|
2023
Q3 | $8.25K | Hold |
250
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $8.59K | Hold |
250
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $8.23K | Hold |
250
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $7.92K | Hold |
250
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 326 |
|
|
2022
Q2 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 286 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$10K | – | 613 |
|
|
2021
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 255 |
|
|
2021
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 256 |
|
|
2021
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 274 |
|
|
2021
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 223 |
|
|
2020
Q4 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 232 |
|